Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
+2,197
New +$343K ﹤0.01% 309
2024
Q1
Sell
-1,248
Closed -$246K 387
2023
Q4
$246K Sell
1,248
-9
-0.7% -$1.78K ﹤0.01% 346
2023
Q3
$219K Buy
1,257
+31
+3% +$5.39K ﹤0.01% 357
2023
Q2
$211K Buy
+1,226
New +$211K ﹤0.01% 363
2022
Q3
Sell
-1,363
Closed -$235K 385
2022
Q2
$235K Buy
1,363
+15
+1% +$2.59K ﹤0.01% 356
2022
Q1
$254K Buy
1,348
+248
+23% +$46.7K ﹤0.01% 352
2021
Q4
$268K Buy
1,100
+6
+0.5% +$1.46K ﹤0.01% 352
2021
Q3
$212K Buy
+1,094
New +$212K ﹤0.01% 379