Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+1,487
New +$212K ﹤0.01% 802
2024
Q4
Sell
-1,318
Closed -$216K 505
2024
Q3
$216K Buy
+1,318
New +$216K 0.01% 412
2021
Q4
Sell
-22,300
Closed -$2.59M 182
2021
Q3
$2.59M Buy
+22,300
New +$2.59M 0.11% 32