Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,144
Closed -$213K 91
2025
Q1
$213K Buy
2,144
+23
+1% +$2.28K 0.06% 83
2024
Q4
$213K Sell
2,121
-219
-9% -$22K 0.06% 82
2024
Q3
$213K Buy
+2,340
New +$213K 0.06% 85
2022
Q2
Sell
-3,006
Closed -$212K 65
2022
Q1
$212K Sell
3,006
-447
-13% -$31.5K 0.15% 57
2021
Q4
$203K Buy
+3,453
New +$203K 0.16% 55