Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
1,556
-21
-1% -$4.76K 0.04% 351
2025
Q1
$262K Sell
1,577
-29
-2% -$4.82K 0.03% 364
2024
Q4
$317K Buy
1,606
+317
+25% +$62.6K 0.04% 297
2024
Q3
$224K Sell
1,289
-165
-11% -$28.7K 0.03% 347
2024
Q2
$253K Sell
1,454
-373
-20% -$64.8K 0.03% 292
2024
Q1
$249K Sell
1,827
-114
-6% -$15.5K 0.03% 276
2023
Q4
$202K Buy
+1,941
New +$202K 0.03% 303
2021
Q1
Sell
-213
Closed -$23K 667
2020
Q4
$23K Buy
+213
New +$23K 0.01% 390