Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
+25,605
New +$278K 0.07% 125
2023
Q2
Sell
-1,187
Closed -$15K 251
2023
Q1
$15K Buy
1,187
+285
+32% +$3.59K 0.01% 214
2022
Q4
$10.5K Buy
902
+10
+1% +$116 ﹤0.01% 195
2022
Q3
$10K Buy
892
+9
+1% +$101 0.01% 184
2022
Q2
$10K Buy
883
+6
+0.7% +$68 ﹤0.01% 222
2022
Q1
$15K Buy
877
+5
+0.6% +$86 0.02% 178
2021
Q4
$18K Sell
872
-8
-0.9% -$165 0.01% 178
2021
Q3
$12K Buy
880
+13
+1% +$177 0.01% 224
2021
Q2
$13K Hold
867
0.01% 185
2021
Q1
$11K Hold
867
0.01% 188
2020
Q4
$8K Buy
+867
New +$8K 0.01% 188