Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
300
-75
-20% -$67.2K 0.18% 61
2025
Q1
$255K Sell
375
-106
-22% -$72.1K 0.18% 61
2024
Q4
$303K Hold
481
0.21% 57
2024
Q3
$372K Hold
481
0.26% 55
2024
Q2
$397K Hold
481
0.29% 51
2024
Q1
$336K Hold
481
0.26% 52
2023
Q4
$280K Sell
481
-31
-6% -$18K 0.23% 53
2023
Q3
$235K Hold
512
0.21% 56
2023
Q2
$248K Sell
512
-45
-8% -$21.8K 0.22% 56
2023
Q1
$222K Sell
557
-50
-8% -$20K 0.2% 60
2022
Q4
$229K Buy
+607
New +$229K 0.21% 58
2022
Q1
Sell
-18
Closed -$8K 190
2021
Q4
$8K Buy
+18
New +$8K 0.01% 230