Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
+4,800
New +$255K 0.05% 591
2023
Q1
Sell
-3,001
Closed -$205K 719
2022
Q4
$205K Sell
3,001
-6,982
-70% -$478K 0.02% 627
2022
Q3
$610K Buy
+9,983
New +$610K 0.04% 385