Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2,917
-30
-1% -$2.27K 0.01% 710
2025
Q1
$221K Sell
2,947
-42
-1% -$3.15K 0.01% 653
2024
Q4
$229K Buy
2,989
+52
+2% +$3.98K 0.01% 666
2024
Q3
$229K Buy
+2,937
New +$229K 0.01% 637
2024
Q2
Sell
-2,976
Closed -$242K 2481
2024
Q1
$242K Buy
2,976
+29
+1% +$2.35K 0.01% 577
2023
Q4
$216K Sell
2,947
-179
-6% -$13.1K 0.01% 535
2023
Q3
$206K Buy
3,126
+54
+2% +$3.57K 0.01% 501
2023
Q2
$228K Buy
+3,072
New +$228K 0.02% 504
2022
Q4
$225K Buy
+2,940
New +$225K 0.02% 510
2022
Q3
Sell
-2,648
Closed -$224K 1906
2022
Q2
$224K Buy
2,648
+114
+4% +$9.64K 0.02% 488
2022
Q1
$207K Sell
2,534
-10
-0.4% -$817 0.01% 502
2021
Q4
$200K Buy
+2,544
New +$200K 0.01% 537