Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
652
-26
-4% -$9.23K 0.09% 81
2025
Q1
$238K Buy
+678
New +$238K 0.1% 80
2023
Q1
Sell
-981
Closed -$204K 79
2022
Q4
$204K Buy
+981
New +$204K 0.12% 62
2022
Q2
Sell
-1,006
Closed -$223K 76
2022
Q1
$223K Buy
+1,006
New +$223K 0.12% 62
2021
Q4
Sell
-1,040
Closed -$232K 77
2021
Q3
$232K Buy
1,040
+85
+9% +$19K 0.12% 54
2021
Q2
$223K Buy
+955
New +$223K 0.13% 51
2021
Q1
Sell
-925
Closed -$202K 64
2020
Q4
$202K Buy
+925
New +$202K 0.13% 50