Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
+14,216
New +$464K ﹤0.01% 1390
2023
Q3
Sell
-10,354
Closed -$263K 2113
2023
Q2
$263K Buy
+10,354
New +$263K ﹤0.01% 1545
2021
Q4
Sell
-12,174
Closed -$416K 2818
2021
Q3
$416K Sell
12,174
-3,026
-20% -$103K ﹤0.01% 1959
2021
Q2
$541K Buy
+15,200
New +$541K 0.01% 1616