Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
747
+5
+0.7% +$1.45K 0.01% 315
2025
Q1
$224K Buy
+742
New +$224K 0.02% 303
2023
Q4
Sell
-1,135
Closed -$236K 331
2023
Q3
$236K Sell
1,135
-40
-3% -$8.33K 0.02% 299
2023
Q2
$226K Sell
1,175
-236
-17% -$45.4K 0.02% 311
2023
Q1
$274K Sell
1,411
-496
-26% -$96.3K 0.03% 285
2022
Q4
$421K Sell
1,907
-170
-8% -$37.5K 0.04% 244
2022
Q3
$377K Buy
+2,077
New +$377K 0.04% 240