Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,062
Closed -$307K 282
2025
Q1
$307K Buy
+9,062
New +$307K 0.04% 354
2024
Q3
Sell
-6,558
Closed -$229K 276
2024
Q2
$229K Sell
6,558
-100
-2% -$3.49K 0.04% 333
2024
Q1
$268K Hold
6,658
0.05% 310
2023
Q4
$240K Buy
6,658
+100
+2% +$3.6K 0.05% 324
2023
Q3
$231K Hold
6,558
0.04% 355
2023
Q2
$231K Sell
6,558
-200
-3% -$7.06K 0.04% 352
2023
Q1
$266K Buy
6,758
+65
+1% +$2.56K 0.04% 326
2022
Q4
$234K Buy
+6,693
New +$234K 0.04% 335
2018
Q2
Sell
-561
Closed -$23K 228
2018
Q1
$23K Buy
561
+38
+7% +$1.56K 0.01% 303
2017
Q4
$20K Buy
+523
New +$20K 0.01% 286