Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
3,532
-44
-1% -$2.83K 0.08% 200
2025
Q1
$249K Buy
3,576
+14
+0.4% +$974 0.09% 185
2024
Q4
$258K Buy
3,562
+13
+0.4% +$943 0.09% 186
2024
Q3
$298K Buy
3,549
+74
+2% +$6.21K 0.11% 165
2024
Q2
$232K Buy
3,475
+85
+3% +$5.67K 0.09% 185
2024
Q1
$267K Buy
3,390
+208
+7% +$16.4K 0.1% 167
2023
Q4
$213K Buy
+3,182
New +$213K 0.09% 195
2020
Q1
Sell
-1,862
Closed -$89K 324
2019
Q4
$89K Buy
+1,862
New +$89K 0.05% 229