Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
+2,913
New +$551K 0.07% 284
2023
Q2
Sell
-33
Closed -$8.04K 959
2023
Q1
$8.04K Sell
33
-1,188
-97% -$289K 0.01% 352
2022
Q4
$326K Buy
+1,221
New +$326K 0.26% 112