Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
674
+35
+5% +$11.1K 0.1% 53
2025
Q1
$166K Buy
639
+4
+0.6% +$1.04K 0.08% 54
2024
Q4
$256K Hold
635
0.13% 45
2024
Q3
$166K Buy
+635
New +$166K 0.09% 52
2023
Q1
Sell
-216
Closed -$26.6K 229
2022
Q4
$26.6K Buy
+216
New +$26.6K 0.03% 89