Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
2,256
+313
+16% +$61.7K 0.21% 81
2025
Q1
$376K Buy
+1,943
New +$376K 0.19% 82
2023
Q1
Sell
-2,496
Closed -$403K 86
2022
Q4
$403K Sell
2,496
-7
-0.3% -$1.13K 0.28% 55
2022
Q3
$336K Buy
2,503
+857
+52% +$115K 0.25% 56
2022
Q2
$252K Buy
+1,646
New +$252K 0.22% 72