Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
+6,100
New +$440K 0.01% 523
2022
Q3
Sell
-7,900
Closed -$420K 735
2022
Q2
$420K Buy
+7,900
New +$420K 0.02% 407
2021
Q4
Sell
-4,800
Closed -$246K 770
2021
Q3
$246K Hold
4,800
0.01% 609
2021
Q2
$208K Buy
+4,800
New +$208K 0.01% 671