Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
612
-54
-8% -$17.9K 0.08% 112
2025
Q1
$219K Buy
+666
New +$219K 0.11% 96
2024
Q4
Sell
-666
Closed -$231K 115
2024
Q3
$231K Sell
666
-2
-0.3% -$693 0.1% 102
2024
Q2
$221K Buy
668
+12
+2% +$3.97K 0.11% 96
2024
Q1
$238K Buy
+656
New +$238K 0.12% 89
2023
Q1
Sell
-615
Closed -$204K 68
2022
Q4
$204K Buy
+615
New +$204K 0.19% 65