Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
2,363
-161
-6% -$16.1K 0.39% 104
2025
Q1
$266K Buy
+2,524
New +$266K 0.31% 108
2023
Q3
Sell
-3,675
Closed -$255K 383
2023
Q2
$255K Buy
+3,675
New +$255K 0.25% 152
2021
Q3
Sell
-864
Closed -$211K 286
2021
Q2
$211K Buy
+864
New +$211K 0.07% 220