Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
2,131
+1
+0% +$161 0.03% 406
2025
Q1
$287K Sell
2,130
-2
-0.1% -$270 0.02% 409
2024
Q4
$307K Buy
2,132
+31
+1% +$4.47K 0.02% 476
2024
Q3
$342K Buy
2,101
+6
+0.3% +$978 0.02% 460
2024
Q2
$306K Buy
2,095
+542
+35% +$79.1K 0.09% 111
2024
Q1
$222K Sell
1,553
-998
-39% -$143K 0.02% 515
2023
Q4
$276K Buy
2,551
+6
+0.2% +$649 0.02% 451
2023
Q3
$235K Buy
+2,545
New +$235K 0.02% 439
2021
Q4
Sell
-2,163
Closed -$208K 524
2021
Q3
$208K Sell
2,163
-300
-12% -$28.8K 0.02% 466
2021
Q2
$249K Buy
+2,463
New +$249K 0.02% 407