Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
+5,981
New +$408K 0.01% 599
2022
Q4
Sell
-6,689
Closed -$523K 476
2022
Q3
$523K Buy
6,689
+372
+6% +$29.1K 0.03% 230
2022
Q2
$563K Buy
6,317
+26
+0.4% +$2.32K 0.03% 228
2022
Q1
$753K Buy
+6,291
New +$753K 0.04% 214