Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
+10,000
New +$293K 0.05% 553
2022
Q3
Sell
-7,898
Closed -$237K 959
2022
Q2
$237K Sell
7,898
-2,256
-22% -$67.7K 0.01% 696
2022
Q1
$333K Buy
10,154
+3,802
+60% +$125K 0.01% 456
2021
Q4
$212K Hold
6,352
0.01% 492
2021
Q3
$218K Buy
+6,352
New +$218K 0.01% 460