Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Hold
1,220
0.06% 108
2025
Q1
$671K Sell
1,220
-225
-16% -$124K 0.05% 115
2024
Q4
$646K Buy
+1,445
New +$646K 0.05% 123
2022
Q2
Sell
-1,327
Closed -$200K 258
2022
Q1
$200K Hold
1,327
0.02% 225
2021
Q4
$311K Hold
1,327
0.04% 155
2021
Q3
$299K Buy
+1,327
New +$299K 0.02% 171