Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
+950
New +$216K 0.02% 210
2025
Q1
Sell
-717
Closed -$202K 231
2024
Q4
$202K Sell
717
-19
-3% -$5.35K 0.02% 209
2024
Q3
$201K Buy
736
+8
+1% +$2.19K 0.02% 208
2024
Q2
$218K Sell
728
-4
-0.5% -$1.2K 0.03% 195
2024
Q1
$212K Buy
+732
New +$212K 0.03% 196
2022
Q3
Sell
-1,002
Closed -$227K 180
2022
Q2
$227K Buy
+1,002
New +$227K 0.04% 160
2022
Q1
Sell
-822
Closed -$213K 211
2021
Q4
$213K Buy
+822
New +$213K 0.04% 180