Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
3,688
-415
-10% -$28.8K 0.05% 129
2025
Q1
$253K Sell
4,103
-466
-10% -$28.8K 0.04% 165
2024
Q4
$271K Buy
+4,569
New +$271K 0.04% 171
2023
Q2
Sell
-4,169
Closed -$218K 169
2023
Q1
$218K Buy
+4,169
New +$218K 0.05% 162
2022
Q2
Sell
-3,645
Closed -$203K 171
2022
Q1
$203K Buy
+3,645
New +$203K 0.04% 168
2021
Q3
Sell
-3,891
Closed -$206K 138
2021
Q2
$206K Sell
3,891
-15
-0.4% -$794 0.07% 100
2021
Q1
$202K Buy
+3,906
New +$202K 0.08% 92