Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
+11,588
New +$346K 0.01% 841
2024
Q1
Sell
-6,693
Closed -$252K 1364
2023
Q4
$252K Buy
+6,693
New +$252K 0.01% 861
2021
Q4
Sell
-7,383
Closed -$683K 755
2021
Q3
$683K Buy
+7,383
New +$683K 0.04% 406