Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
429
-1
-0.2% -$469 0.01% 481
2025
Q1
$200K Buy
+430
New +$200K 0.01% 470
2024
Q4
Sell
-534
Closed -$255K 563
2024
Q3
$255K Buy
+534
New +$255K 0.02% 503
2023
Q3
Sell
-561
Closed -$214K 425
2023
Q2
$214K Buy
+561
New +$214K 0.02% 367
2022
Q2
Sell
-748
Closed -$239K 380
2022
Q1
$239K Buy
748
+43
+6% +$13.7K 0.03% 330
2021
Q4
$244K Buy
+705
New +$244K 0.03% 326