Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
3,653
-490
-12% -$52.2K 0.02% 265
2025
Q1
$364K Hold
4,143
0.02% 267
2024
Q4
$481K Buy
4,143
+1,101
+36% +$128K 0.02% 233
2024
Q3
$376K Buy
3,042
+651
+27% +$80.4K 0.02% 230
2024
Q2
$308K Buy
+2,391
New +$308K 0.02% 228
2022
Q1
Sell
-2,172
Closed -$200K 349
2021
Q4
$200K Sell
2,172
-228
-10% -$21K 0.01% 264
2021
Q3
$215K Buy
+2,400
New +$215K 0.01% 223
2021
Q1
$220K Buy
+3,031
New +$220K 0.02% 212