Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.5K Hold
212
0.01% 240
2025
Q1
$98.7K Buy
+212
New +$98.7K 0.01% 281
2024
Q4
Sell
-552
Closed -$263K 193
2024
Q3
$263K Hold
552
0.03% 162
2024
Q2
$242K Hold
552
0.03% 154
2024
Q1
$256K Hold
552
0.03% 147
2023
Q4
$227K Hold
552
0.03% 152
2023
Q3
$206K Hold
552
0.03% 144
2023
Q2
$210K Buy
+552
New +$210K 0.03% 128
2021
Q1
Sell
-1,652
Closed -$436K 136
2020
Q4
$436K Buy
+1,652
New +$436K 0.09% 94