Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
596
-28
-4% -$15.4K ﹤0.01% 601
2025
Q1
$369K Buy
624
+21
+3% +$12.4K ﹤0.01% 581
2024
Q4
$371K Buy
603
+3
+0.5% +$1.85K ﹤0.01% 585
2024
Q3
$325K Buy
+600
New +$325K ﹤0.01% 638
2021
Q4
Sell
-870
Closed -$263K 760
2021
Q3
$263K Buy
870
+146
+20% +$44.1K ﹤0.01% 613
2021
Q2
$218K Buy
+724
New +$218K ﹤0.01% 679