Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-960
Closed -$201K 29
2025
Q1
$201K Buy
+960
New +$201K 0.04% 22
2022
Q3
Sell
-1,380
Closed -$211K 16
2022
Q2
$211K Buy
+1,380
New +$211K 0.13% 19
2022
Q1
Sell
-1,480
Closed -$200K 14
2021
Q4
$200K Buy
+1,480
New +$200K 0.11% 25
2021
Q3
Sell
-1,800
Closed -$203K 24
2021
Q2
$203K Buy
+1,800
New +$203K 0.1% 23