Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
568
-121
-18% -$43K 0.08% 136
2025
Q1
$241K Buy
+689
New +$241K 0.11% 123
2023
Q4
Sell
-900
Closed -$207K 137
2023
Q3
$207K Buy
+900
New +$207K 0.08% 107
2022
Q1
Sell
-948
Closed -$205K 104
2021
Q4
$205K Buy
948
+23
+2% +$4.97K 0.07% 83
2021
Q3
$204K Buy
925
+39
+4% +$8.6K 0.06% 87
2021
Q2
$209K Buy
+886
New +$209K 0.07% 95