Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2,240
-11
-0.5% -$1.09K 0.11% 105
2025
Q1
$235K Buy
+2,251
New +$235K 0.13% 92
2024
Q4
Sell
-1,426
Closed -$222K 113
2024
Q3
$222K Sell
1,426
-28
-2% -$4.37K 0.12% 90
2024
Q2
$215K Sell
1,454
-38
-3% -$5.63K 0.12% 93
2024
Q1
$264K Sell
1,492
-326
-18% -$57.8K 0.15% 80
2023
Q4
$259K Sell
1,818
-76
-4% -$10.8K 0.15% 82
2023
Q3
$209K Buy
+1,894
New +$209K 0.12% 91
2021
Q3
Sell
-1,094
Closed -$265K 123
2021
Q2
$265K Buy
+1,094
New +$265K 0.12% 84