Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
+350
New +$123K 0.05% 77
2024
Q2
Sell
-1,300
Closed -$345K 88
2024
Q1
$345K Buy
+1,300
New +$345K 0.21% 46
2021
Q4
Sell
-3,900
Closed -$887K 103
2021
Q3
$887K Buy
+3,900
New +$887K 0.3% 36