Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Hold
3,346
0.01% 214
2025
Q1
$227K Sell
3,346
-3
-0.1% -$203 0.01% 216
2024
Q4
$207K Hold
3,349
0.01% 214
2024
Q3
$218K Buy
+3,349
New +$218K 0.01% 217
2022
Q1
Sell
-3,493
Closed -$232K 186
2021
Q4
$232K Buy
3,493
+11
+0.3% +$731 0.02% 164
2021
Q3
$243K Buy
3,482
+47
+1% +$3.28K 0.03% 148
2021
Q2
$241K Hold
3,435
0.02% 148
2021
Q1
$210K Buy
+3,435
New +$210K 0.03% 149