Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
+1,887
New +$346K 0.01% 790
2022
Q2
Sell
-3,564
Closed -$559K 300
2022
Q1
$559K Sell
3,564
-4,977
-58% -$781K 0.21% 117
2021
Q4
$1.55M Buy
+8,541
New +$1.55M 0.42% 56