Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
4,025
-243
-6% -$18.9K 0.03% 288
2025
Q1
$347K Buy
4,268
+232
+6% +$18.9K 0.04% 232
2024
Q4
$363K Buy
+4,036
New +$363K 0.04% 229
2023
Q2
Sell
-3,551
Closed -$207K 269
2023
Q1
$207K Buy
+3,551
New +$207K 0.03% 201
2022
Q1
Sell
-1,339
Closed -$204K 307
2021
Q4
$204K Buy
1,339
+520
+63% +$79.2K 0.04% 279
2021
Q3
$211K Buy
819
+1
+0.1% +$258 0.04% 350
2021
Q2
$229K Buy
+818
New +$229K 0.05% 287