Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
+11,486
New +$388K 0.04% 222
2023
Q1
Sell
-6,288
Closed -$203K 246
2022
Q4
$203K Sell
6,288
-3,139
-33% -$101K 0.04% 217
2022
Q3
$535K Buy
9,427
+101
+1% +$5.73K 0.12% 121
2022
Q2
$316K Buy
9,326
+951
+11% +$32.2K 0.06% 178
2022
Q1
$308K Buy
8,375
+3,347
+67% +$123K 0.05% 186
2021
Q4
$258K Buy
+5,028
New +$258K 0.04% 210