Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
381
+2
+0.5% +$1.1K 0.01% 1106
2025
Q1
$224K Sell
379
-146
-28% -$86.4K 0.01% 969
2024
Q4
$323K Buy
+525
New +$323K 0.01% 803
2024
Q1
Sell
-549
Closed -$209K 903
2023
Q4
$209K Buy
549
+72
+15% +$27.4K 0.01% 820
2023
Q3
$235K Buy
+477
New +$235K 0.02% 712
2019
Q1
Sell
-283
Closed -$27K 486
2018
Q4
$27K Buy
+283
New +$27K 0.01% 807