Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Hold
933
0.05% 197
2025
Q1
$291K Sell
933
-343
-27% -$107K 0.06% 175
2024
Q4
$333K Buy
1,276
+500
+64% +$130K 0.07% 159
2024
Q3
$250K Sell
776
-8
-1% -$2.58K 0.06% 199
2024
Q2
$245K Buy
784
+8
+1% +$2.5K 0.06% 202
2024
Q1
$221K Hold
776
0.05% 221
2023
Q4
$224K Buy
+776
New +$224K 0.06% 215
2023
Q3
Sell
-1,015
Closed -$225K 238
2023
Q2
$225K Buy
+1,015
New +$225K 0.06% 208
2020
Q1
Sell
-856
Closed -$206K 218
2019
Q4
$206K Buy
+856
New +$206K 0.06% 284