Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
+1,121
New +$105K 0.04% 102
2021
Q3
Sell
-2,243
Closed -$112K 278
2021
Q2
$112K Sell
2,243
-541
-19% -$27K 0.03% 270
2021
Q1
$152K Hold
2,784
0.06% 170
2020
Q4
$142K Hold
2,784
0.04% 211
2020
Q3
$102K Buy
+2,784
New +$102K 0.03% 178