Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
825
-11
-1% -$3.49K 0.09% 165
2025
Q1
$217K Buy
+836
New +$217K 0.08% 175
2024
Q3
Sell
-1,030
Closed -$204K 385
2024
Q2
$204K Sell
1,030
-27
-3% -$5.34K 0.08% 186
2024
Q1
$186K Sell
1,057
-27
-2% -$4.75K 0.07% 186
2023
Q4
$269K Sell
1,084
-13
-1% -$3.23K 0.11% 145
2023
Q3
$274K Buy
+1,097
New +$274K 0.13% 121