Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
+5,054
New +$665K 0.07% 279
2023
Q4
Sell
-9,229
Closed -$559K 530
2023
Q3
$559K Buy
9,229
+6,242
+209% +$378K 0.05% 315
2023
Q2
$215K Buy
+2,987
New +$215K 0.03% 317
2021
Q3
Sell
-447
Closed -$45K 607
2021
Q2
$45K Sell
447
-4,553
-91% -$458K 0.01% 728
2021
Q1
$443K Buy
+5,000
New +$443K 0.15% 174