Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
+41,251
New +$650K 0.04% 205
2023
Q1
Sell
-42,387
Closed -$467K 417
2022
Q4
$467K Buy
42,387
+7,855
+23% +$86.6K 0.04% 261
2022
Q3
$455K Buy
34,532
+853
+3% +$11.2K 0.05% 215
2022
Q2
$447K Buy
33,679
+27,191
+419% +$361K 0.05% 220
2022
Q1
$249K Buy
+6,488
New +$249K 0.03% 278