Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
883
0.01% 786
2025
Q1
$235K Sell
883
-188
-18% -$50.1K 0.01% 793
2024
Q4
$270K Hold
1,071
0.01% 717
2024
Q3
$235K Buy
+1,071
New +$235K 0.01% 754
2024
Q2
Sell
-1,092
Closed -$207K 789
2024
Q1
$207K Buy
+1,092
New +$207K 0.01% 705
2022
Q4
Sell
-1,477
Closed -$214K 710
2022
Q3
$214K Buy
1,477
+47
+3% +$6.81K 0.01% 617
2022
Q2
$219K Buy
+1,430
New +$219K 0.01% 615