Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-800
Closed -$307K 499
2025
Q1
$307K Sell
800
-14
-2% -$5.37K 0.04% 348
2024
Q4
$362K Buy
814
+1
+0.1% +$445 0.04% 281
2024
Q3
$421K Buy
813
+13
+2% +$6.73K 0.05% 260
2024
Q2
$444K Sell
800
-6
-0.7% -$3.33K 0.06% 237
2024
Q1
$407K Sell
806
-3
-0.4% -$1.51K 0.06% 229
2023
Q4
$483K Buy
+809
New +$483K 0.07% 188
2021
Q1
Sell
-7
Closed -$4K 90
2020
Q4
$4K Buy
+7
New +$4K ﹤0.01% 621