Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.3K Buy
13,273
+16
+0.1% +$84 ﹤0.01% 5049
2025
Q1
$63.8K Buy
+13,257
New +$63.8K ﹤0.01% 5272
2024
Q2
Sell
-20,595
Closed -$123K 6562
2024
Q1
$123K Sell
20,595
-5,168
-20% -$31K ﹤0.01% 5207
2023
Q4
$172K Buy
+25,763
New +$172K ﹤0.01% 5083
2023
Q3
Sell
-20,249
Closed -$163K 5755
2023
Q2
$163K Buy
+20,249
New +$163K ﹤0.01% 4637
2022
Q3
Sell
-28,074
Closed -$395K 6367
2022
Q2
$395K Buy
+28,074
New +$395K ﹤0.01% 3806