Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+613
New +$219K 0.15% 124
2025
Q1
Sell
-613
Closed -$203K 127
2024
Q4
$203K Hold
613
0.14% 124
2024
Q3
$203K Buy
+613
New +$203K 0.15% 123
2024
Q2
Sell
-1,028
Closed -$321K 124
2024
Q1
$321K Buy
+1,028
New +$321K 0.24% 110
2019
Q4
$58K Buy
+613
New +$58K 0.06% 174