Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
+4,038
New +$377K 0.01% 551
2022
Q1
Sell
-5,199
Closed -$218K 457
2021
Q4
$218K Sell
5,199
-750
-13% -$31.4K 0.01% 439
2021
Q3
$267K Buy
5,949
+750
+14% +$33.7K 0.01% 407
2021
Q2
$261K Buy
+5,199
New +$261K 0.01% 426