Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+1,335
New +$203K 0.07% 107
2023
Q1
Sell
-2,051
Closed -$206K 98
2022
Q4
$206K Buy
+2,051
New +$206K 0.09% 92
2022
Q3
Sell
-2,051
Closed -$222K 93
2022
Q2
$222K Hold
2,051
0.09% 88
2022
Q1
$255K Hold
2,051
0.09% 88
2021
Q4
$305K Hold
2,051
0.1% 72
2021
Q3
$301K Sell
2,051
-14
-0.7% -$2.06K 0.11% 72
2021
Q2
$343K Buy
2,065
+14
+0.7% +$2.33K 0.13% 65
2021
Q1
$330K Hold
2,051
0.14% 67
2020
Q4
$300K Buy
+2,051
New +$300K 0.13% 64