Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,660
Closed -$492K 106
2025
Q1
$492K Buy
3,660
+2,625
+254% +$353K 0.27% 50
2024
Q4
$418K Buy
+1,035
New +$418K 0.23% 55
2022
Q2
Sell
-600
Closed -$216K 78
2022
Q1
$216K Buy
+600
New +$216K 0.17% 57