Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
884
-209
-19% -$64.5K 0.1% 111
2025
Q1
$208K Sell
1,093
-320
-23% -$60.9K 0.09% 123
2024
Q4
$288K Buy
+1,413
New +$288K 0.13% 109
2022
Q4
Sell
-350
Closed -$40K 132
2022
Q3
$40K Buy
+350
New +$40K 0.03% 196
2021
Q2
Sell
-400
Closed -$68K 137
2021
Q1
$68K Buy
400
+200
+100% +$34K 0.04% 179
2020
Q4
$32K Buy
+200
New +$32K 0.02% 231