Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
+16,077
New +$495K 0.07% 366
2025
Q1
Sell
-18,544
Closed -$927K 420
2024
Q4
$927K Buy
+18,544
New +$927K 0.28% 138
2022
Q1
Sell
-3,850
Closed -$397K 381
2021
Q4
$397K Buy
+3,850
New +$397K 0.31% 142