Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
752
+19
+3% +$5.52K 0.01% 465
2025
Q1
$222K Buy
+733
New +$222K 0.01% 447
2022
Q2
Sell
-1,049
Closed -$224K 402
2022
Q1
$224K Buy
+1,049
New +$224K 0.01% 369