Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,380
Closed -$284K 425
2025
Q1
$284K Buy
2,380
+467
+24% +$55.8K 0.03% 285
2024
Q4
$251K Buy
+1,913
New +$251K 0.03% 291
2022
Q2
Sell
-1,633
Closed -$280K 219
2022
Q1
$280K Buy
+1,633
New +$280K 0.06% 223