Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
1,066
-35
-3% -$8.1K ﹤0.01% 701
2025
Q1
$241K Sell
1,101
-45
-4% -$9.83K ﹤0.01% 716
2024
Q4
$235K Buy
+1,146
New +$235K ﹤0.01% 734
2023
Q1
Sell
-854
Closed -$265K 787
2022
Q4
$265K Sell
854
-15
-2% -$4.66K ﹤0.01% 625
2022
Q3
$287K Buy
869
+102
+13% +$33.7K ﹤0.01% 557
2022
Q2
$215K Sell
767
-48
-6% -$13.5K ﹤0.01% 656
2022
Q1
$282K Buy
815
+222
+37% +$76.8K ﹤0.01% 617
2021
Q4
$246K Sell
593
-35
-6% -$14.5K ﹤0.01% 661
2021
Q3
$311K Buy
+628
New +$311K ﹤0.01% 565