Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
+4,523
New +$237K ﹤0.01% 3175
2025
Q1
Sell
-3,271
Closed -$206K 3542
2024
Q4
$206K Buy
+3,271
New +$206K ﹤0.01% 3155
2022
Q2
Sell
-20,147
Closed -$608K 3461
2022
Q1
$608K Buy
+20,147
New +$608K ﹤0.01% 2466