Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
606
+12
+2% +$3.55K ﹤0.01% 844
2025
Q1
$160K Buy
+594
New +$160K ﹤0.01% 835
2022
Q1
Sell
-45
Closed -$13.7K 1808
2021
Q4
$13.7K Buy
+45
New +$13.7K ﹤0.01% 1283