Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
25,888
+14,151
+121% +$119K ﹤0.01% 4690
2025
Q1
$43.2K Buy
+11,737
New +$43.2K ﹤0.01% 4935
2023
Q2
Sell
-771
Closed -$3.5K 5078
2023
Q1
$3.5K Buy
+771
New +$3.5K ﹤0.01% 5041
2022
Q3
Sell
-1,145
Closed -$27K 5610
2022
Q2
$27K Sell
1,145
-730
-39% -$17.2K ﹤0.01% 5385
2022
Q1
$117K Buy
+1,875
New +$117K ﹤0.01% 5263
2021
Q4
Sell
-12,514
Closed -$979K 5631
2021
Q3
$979K Buy
+12,514
New +$979K ﹤0.01% 3990