Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+14,560
New +$264K 0.31% 119
2023
Q3
Sell
-5,524
Closed -$259K 500
2023
Q2
$259K Buy
+5,524
New +$259K 0.12% 252
2023
Q1
Sell
-4,956
Closed -$226K 371
2022
Q4
$226K Sell
4,956
-2,096
-30% -$95.5K 0.19% 190
2022
Q3
$248K Buy
+7,052
New +$248K 0.3% 147