Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,059
Closed -$222K 98
2025
Q1
$222K Buy
+1,059
New +$222K 0.19% 85
2024
Q4
Sell
-1,038
Closed -$205K 94
2024
Q3
$205K Buy
+1,038
New +$205K 0.18% 95
2022
Q2
Sell
-1,494
Closed -$242K 83
2022
Q1
$242K Hold
1,494
0.28% 76
2021
Q4
$202K Buy
+1,494
New +$202K 0.23% 80