Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Buy
580
+3
+0.5% +$656 0.04% 119
2025
Q1
$80.7K Buy
577
+30
+5% +$4.19K 0.03% 136
2024
Q4
$91.2K Buy
+547
New +$91.2K 0.03% 127
2022
Q3
Sell
-2,963
Closed -$207K 125
2022
Q2
$207K Hold
2,963
0.04% 120
2022
Q1
$245K Sell
2,963
-149
-5% -$12.3K 0.04% 119
2021
Q4
$272K Buy
+3,112
New +$272K 0.04% 122