Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+537
New +$212K 0.02% 325
2020
Q4
Sell
-1,218
Closed -$254K 256
2020
Q3
$254K Hold
1,218
0.05% 217
2020
Q2
$219K Buy
+1,218
New +$219K 0.05% 222
2020
Q1
Sell
-1,150
Closed -$241K 240
2019
Q4
$241K Sell
1,150
-100
-8% -$21K 0.05% 225
2019
Q3
$270K Buy
+1,250
New +$270K 0.06% 209