Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
+3,290
New +$245K 0.03% 362
2022
Q2
Sell
-3,616
Closed -$208K 308
2022
Q1
$208K Sell
3,616
-930
-20% -$53.5K 0.04% 314
2021
Q4
$215K Sell
4,546
-474
-9% -$22.4K 0.04% 318
2021
Q3
$212K Buy
+5,020
New +$212K 0.05% 312