Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$598K Buy
+1,677
New +$598K 0.17% 32
2022
Q4
Sell
-1,415
Closed -$380K 70
2022
Q3
$380K Buy
+1,415
New +$380K 0.04% 63
2021
Q2
Sell
-1,700
Closed -$395K 205
2021
Q1
$395K Buy
1,700
+560
+49% +$130K 0.03% 147
2020
Q4
$236 Buy
+1,140
New +$236 0.02% 177