Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.1K Hold
28,700
﹤0.01% 2040
2025
Q1
$75.8K Buy
+28,700
New +$75.8K ﹤0.01% 1716
2023
Q2
Sell
-18,600
Closed -$160K 1983
2023
Q1
$160K Buy
+18,600
New +$160K ﹤0.01% 1640
2022
Q3
Sell
-18,700
Closed -$133K 2025
2022
Q2
$133K Buy
+18,700
New +$133K ﹤0.01% 1699