Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
+7,218
New +$317K 0.04% 632
2022
Q4
Hold
0
1574
2022
Q3
Hold
0
1554
2022
Q2
Hold
0
1423
2022
Q1
Hold
0
1272
2021
Q4
Sell
-6,058
Closed -$203K 1169
2021
Q3
$203K Buy
+6,058
New +$203K 0.01% 564