Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
507
-1
-0.2% -$576 0.01% 853
2025
Q1
$287K Sell
508
-25
-5% -$14.1K 0.01% 842
2024
Q4
$320K Buy
533
+164
+44% +$98.5K 0.01% 791
2024
Q3
$215K Buy
+369
New +$215K 0.01% 962
2021
Q3
Sell
-637
Closed -$340K 1221
2021
Q2
$340K Buy
637
+18
+3% +$9.61K 0.02% 804
2021
Q1
$260K Buy
+619
New +$260K 0.01% 876