Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
8,866
-212
-2% -$5.52K 0.02% 196
2025
Q1
$230K Buy
+9,078
New +$230K 0.03% 205
2022
Q1
Sell
-8,880
Closed -$224K 216
2021
Q4
$224K Buy
+8,880
New +$224K 0.04% 176