Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
2,260
-94
-4% -$8.63K 0.04% 323
2025
Q1
$207K Buy
+2,354
New +$207K 0.04% 274
2022
Q1
Sell
-4,168
Closed -$220K 152
2021
Q4
$220K Sell
4,168
-159
-4% -$8.39K 0.06% 135
2021
Q3
$202K Buy
4,327
+61
+1% +$2.85K 0.06% 140
2021
Q2
$217K Buy
+4,266
New +$217K 0.06% 133