Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
+908
New +$267K 0.01% 885
2022
Q2
Sell
-1,900
Closed -$397K 586
2022
Q1
$397K Sell
1,900
-457
-19% -$95.5K 0.03% 405
2021
Q4
$577K Buy
+2,357
New +$577K 0.04% 310
2021
Q1
Sell
-451
Closed -$79K 669
2020
Q4
$79K Buy
+451
New +$79K 0.01% 596