Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+547
New +$212K 0.1% 169
2022
Q1
Sell
-482
Closed -$273K 180
2021
Q4
$273K Buy
482
+43
+10% +$24.4K 0.18% 136
2021
Q3
$252K Buy
439
+8
+2% +$4.59K 0.19% 131
2021
Q2
$252K Buy
+431
New +$252K 0.19% 132