Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
+3,737
New +$393K 0.11% 198
2022
Q4
Sell
-8,852
Closed -$317K 340
2022
Q3
$317K Sell
8,852
-76
-0.9% -$2.72K 0.08% 240
2022
Q2
$293K Buy
8,928
+579
+7% +$19K 0.07% 255
2022
Q1
$386K Buy
+8,349
New +$386K 0.08% 249