Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+1,286
New +$274K 0.01% 674
2022
Q2
Sell
-1,016
Closed -$252K 673
2022
Q1
$252K Sell
1,016
-15
-1% -$3.72K 0.01% 617
2021
Q4
$302K Sell
1,031
-191
-16% -$55.9K 0.01% 588
2021
Q3
$249K Buy
+1,222
New +$249K 0.01% 612