Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
4,148
+461
+13% +$39.1K ﹤0.01% 930
2025
Q1
$267K Buy
+3,687
New +$267K ﹤0.01% 974
2022
Q1
Sell
-1,408
Closed -$220K 658
2021
Q4
$220K Sell
1,408
-48
-3% -$7.5K 0.01% 516
2021
Q3
$243K Sell
1,456
-197
-12% -$32.9K 0.01% 475
2021
Q2
$323K Buy
+1,653
New +$323K 0.01% 428