Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
3,280
-535
-14% -$39.8K 0.03% 176
2025
Q1
$258K Buy
3,815
+3
+0.1% +$203 0.04% 174
2024
Q4
$236K Buy
3,812
+26
+0.7% +$1.61K 0.04% 205
2024
Q3
$247K Buy
3,786
+19
+0.5% +$1.24K 0.04% 164
2024
Q2
$202K Buy
+3,767
New +$202K 0.04% 204
2020
Q4
Sell
-3,930
Closed -$205K 187
2020
Q3
$205K Sell
3,930
-29
-0.7% -$1.51K 0.05% 156
2020
Q2
$208K Buy
+3,959
New +$208K 0.05% 151