Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
5,082
+20
+0.4% +$1.38K 0.01% 233
2025
Q1
$229K Sell
5,062
-44
-0.9% -$1.99K 0.01% 273
2024
Q4
$311K Buy
5,106
+61
+1% +$3.72K 0.01% 231
2024
Q3
$206K Buy
+5,045
New +$206K 0.01% 280
2024
Q1
Sell
-5,045
Closed -$248K 318
2023
Q4
$248K Buy
+5,045
New +$248K 0.01% 265
2022
Q1
Sell
-4,106
Closed -$413K 276
2021
Q4
$413K Buy
+4,106
New +$413K 0.02% 192