Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,141
Closed -$98.4K 528
2025
Q1
$98.4K Sell
10,141
-139
-1% -$1.35K 0.01% 504
2024
Q4
$96.7K Buy
+10,280
New +$96.7K 0.01% 512
2023
Q1
Sell
-11,323
Closed -$135K 355
2022
Q4
$135K Buy
+11,323
New +$135K 0.02% 328