Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+166
New +$222K 0.02% 105
2023
Q3
Sell
-771
Closed -$340K 90
2023
Q2
$340K Hold
771
0.05% 73
2023
Q1
$266K Hold
771
0.04% 69
2022
Q4
$227K Sell
771
-1,007
-57% -$297K 0.04% 70
2022
Q3
$419K Buy
+1,778
New +$419K 0.08% 59
2022
Q2
Sell
-751
Closed -$281K 89
2022
Q1
$281K Buy
+751
New +$281K 0.04% 72