Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
2,753
+1
+0% +$80 0.02% 241
2025
Q1
$221K Sell
2,752
-65
-2% -$5.22K 0.03% 227
2024
Q4
$231K Sell
2,817
-141
-5% -$11.5K 0.03% 221
2024
Q3
$244K Sell
2,958
-94
-3% -$7.75K 0.03% 231
2024
Q2
$214K Buy
3,052
+1
+0% +$70 0.03% 227
2024
Q1
$226K Buy
3,051
+1
+0% +$74 0.03% 223
2023
Q4
$202K Buy
+3,050
New +$202K 0.03% 234
2017
Q4
Sell
-4,308
Closed -$224K 157
2017
Q3
$224K Sell
4,308
-526
-11% -$27.4K 0.1% 133
2017
Q2
$237K Buy
+4,834
New +$237K 0.12% 102