Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
2,308
-83
-3% -$7.42K 0.03% 893
2025
Q1
$181K Buy
+2,391
New +$181K 0.02% 866
2024
Q1
Sell
-1,656
Closed -$96.3K 1764
2023
Q4
$96.3K Sell
1,656
-94
-5% -$5.47K 0.02% 997
2023
Q3
$85K Buy
+1,750
New +$85K 0.02% 970
2022
Q4
Sell
-1,123
Closed -$64K 1699
2022
Q3
$64K Buy
+1,123
New +$64K 0.03% 883