Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
566
-12
-2% -$4.28K 0.03% 255
2025
Q1
$231K Buy
578
+5
+0.9% +$2K 0.04% 204
2024
Q4
$206K Buy
+573
New +$206K 0.03% 216
2024
Q2
Sell
-679
Closed -$227K 217
2024
Q1
$227K Buy
+679
New +$227K 0.04% 161
2023
Q4
Sell
-714
Closed -$231K 189
2023
Q3
$231K Buy
+714
New +$231K 0.05% 118
2023
Q2
Sell
-675
Closed -$213K 146
2023
Q1
$213K Sell
675
-31
-4% -$9.77K 0.06% 120
2022
Q4
$212K Buy
+706
New +$212K 0.05% 131
2021
Q4
Sell
-72
Closed -$21K 128
2021
Q3
$21K Buy
+72
New +$21K 0.01% 376