Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
207
-11
-5% -$14.7K 0.02% 191
2025
Q1
$203K Sell
218
-15
-6% -$14K 0.01% 222
2024
Q4
$208K Buy
+233
New +$208K 0.01% 228
2024
Q2
Sell
-650
Closed -$395K 246
2024
Q1
$395K Buy
+650
New +$395K 0.03% 159
2020
Q1
Sell
-1,127
Closed -$365K 187
2019
Q4
$365K Buy
+1,127
New +$365K 0.04% 131