Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,462
Closed -$357K 840
2025
Q1
$357K Sell
1,462
-192
-12% -$46.8K 0.16% 234
2024
Q4
$401K Buy
+1,654
New +$401K 0.17% 205
2024
Q2
Sell
-627
Closed -$159K 1675
2024
Q1
$159K Buy
627
+234
+60% +$59.3K 0.14% 194
2023
Q4
$94K Buy
+393
New +$94K 0.09% 409