Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
936
-3
-0.3% -$953 0.02% 185
2025
Q1
$243K Sell
939
-17
-2% -$4.41K 0.02% 197
2024
Q4
$386K Buy
+956
New +$386K 0.03% 168
2021
Q1
Sell
-870
Closed -$205K 218
2020
Q4
$205K Buy
+870
New +$205K 0.02% 178