Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
1,432
-287
-17% -$74K 0.02% 270
2025
Q1
$385K Buy
1,719
+47
+3% +$10.5K 0.02% 255
2024
Q4
$382K Buy
1,672
+718
+75% +$164K 0.02% 264
2024
Q3
$233K Buy
+954
New +$233K 0.01% 295
2024
Q2
Sell
-1,177
Closed -$233K 367
2024
Q1
$233K Buy
+1,177
New +$233K 0.01% 317
2022
Q1
Sell
-787
Closed -$205K 352
2021
Q4
$205K Buy
+787
New +$205K 0.01% 258