Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
+58,539
New +$526K ﹤0.01% 3134
2023
Q2
Sell
-97,298
Closed -$973K 3917
2023
Q1
$973K Sell
97,298
-54
-0.1% -$540 ﹤0.01% 2904
2022
Q4
$579K Buy
+97,352
New +$579K ﹤0.01% 3176