Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
1,069
-3
-0.3% -$953 0.04% 83
2025
Q1
$278K Hold
1,072
0.03% 89
2024
Q4
$433K Buy
+1,072
New +$433K 0.05% 67
2022
Q2
Sell
-573
Closed -$206K 64
2022
Q1
$206K Sell
573
-60
-9% -$21.6K 0.13% 61
2021
Q4
$223K Hold
633
0.17% 54
2021
Q3
$231K Buy
+633
New +$231K 0.17% 59