Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-681
Closed -$215K 555
2025
Q1
$215K Sell
681
-279
-29% -$88.1K 0.01% 635
2024
Q4
$323K Sell
960
-21
-2% -$7.07K 0.02% 517
2024
Q3
$312K Hold
981
0.02% 513
2024
Q2
$315K Buy
+981
New +$315K 0.02% 486
2024
Q1
Sell
-1,411
Closed -$512K 468
2023
Q4
$512K Sell
1,411
-9
-0.6% -$3.27K 0.04% 350
2023
Q3
$422K Buy
+1,420
New +$422K 0.04% 356
2022
Q2
Sell
-965
Closed -$306K 368
2022
Q1
$306K Buy
+965
New +$306K 0.05% 294