Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Buy
1,959
+540
+38% +$47.7K 0.02% 1023
2025
Q1
$135K Buy
+1,419
New +$135K 0.02% 1024
2024
Q4
Sell
-332
Closed -$33.2K 1604
2024
Q3
$33.2K Buy
+332
New +$33.2K ﹤0.01% 1544
2023
Q4
Sell
-712
Closed -$54.9K 1600
2023
Q3
$54.9K Buy
+712
New +$54.9K 0.01% 1221
2021
Q2
Sell
-918
Closed -$64K 1171
2021
Q1
$64K Buy
+918
New +$64K 0.11% 176