Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,221
Closed -$256K 126
2025
Q1
$256K Hold
1,221
0.08% 104
2024
Q4
$217K Buy
+1,221
New +$217K 0.07% 115
2024
Q2
$206K Sell
1,200
-194
-14% -$33.3K 0.07% 114
2024
Q1
$254K Buy
1,394
+39
+3% +$7.1K 0.08% 109
2023
Q4
$210K Buy
+1,355
New +$210K 0.07% 114
2019
Q3
$241K Buy
+1,219
New +$241K 0.07% 108