Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
+760
New +$241K 0.2% 70
2025
Q1
Sell
-750
Closed -$303K 81
2024
Q4
$303K Sell
750
-67
-8% -$27.1K 0.23% 59
2024
Q3
$214K Buy
+817
New +$214K 0.17% 73
2024
Q1
Sell
-1,112
Closed -$276K 73
2023
Q4
$276K Buy
1,112
+5
+0.5% +$1.24K 0.26% 60
2023
Q3
$277K Buy
1,107
+58
+6% +$14.5K 0.3% 58
2023
Q2
$275K Buy
+1,049
New +$275K 0.29% 58