Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
896
-146
-14% -$37.7K 0.02% 640
2025
Q1
$233K Sell
1,042
-1
-0.1% -$224 0.01% 652
2024
Q4
$239K Sell
1,043
-3
-0.3% -$686 0.01% 643
2024
Q3
$255K Sell
1,046
-166
-14% -$40.5K 0.02% 634
2024
Q2
$232K Buy
1,212
+107
+10% +$20.5K 0.01% 658
2024
Q1
$219K Buy
+1,105
New +$219K 0.01% 670
2021
Q1
Sell
-1,124
Closed -$239K 623
2020
Q4
$239K Buy
+1,124
New +$239K 0.02% 515
2020
Q3
Sell
-1,057
Closed -$203K 538
2020
Q2
$203K Buy
+1,057
New +$203K 0.02% 468