Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
+1,358
New +$207K 0.02% 282
2024
Q4
Sell
-2,139
Closed -$292K 332
2024
Q3
$292K Buy
+2,139
New +$292K 0.02% 188
2022
Q1
Sell
-3,870
Closed -$575K 525
2021
Q4
$575K Buy
+3,870
New +$575K 0.04% 156