Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
3,497
+182
+5% +$14.6K 0.01% 237
2025
Q1
$266K Buy
3,315
+167
+5% +$13.4K 0.01% 249
2024
Q4
$258K Buy
3,148
+127
+4% +$10.4K 0.01% 246
2024
Q3
$249K Buy
3,021
+39
+1% +$3.22K ﹤0.01% 252
2024
Q2
$209K Buy
+2,982
New +$209K ﹤0.01% 266
2022
Q3
Sell
-4,004
Closed -$251K 268
2022
Q2
$251K Buy
4,004
+72
+2% +$4.51K 0.01% 238
2022
Q1
$276K Buy
+3,932
New +$276K 0.01% 238