Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
1,160
-151
-12% -$48K 0.1% 179
2025
Q1
$340K Buy
1,311
+491
+60% +$127K 0.1% 175
2024
Q4
$331K Buy
+820
New +$331K 0.1% 183
2022
Q2
Sell
-603
Closed -$217K 239
2022
Q1
$217K Hold
603
0.09% 204
2021
Q4
$212K Buy
+603
New +$212K 0.09% 202
2021
Q1
Sell
-957
Closed -$225K 237
2020
Q4
$225K Buy
+957
New +$225K 0.1% 197