Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
568
+26
+5% +$10.1K 0.01% 253
2025
Q1
$209K Buy
+542
New +$209K 0.01% 240
2024
Q4
Sell
-592
Closed -$307K 264
2024
Q3
$307K Buy
+592
New +$307K 0.01% 202
2022
Q2
Sell
-505
Closed -$230K 202
2022
Q1
$230K Sell
505
-82
-14% -$37.3K 0.01% 190
2021
Q4
$333K Sell
587
-29
-5% -$16.5K 0.02% 157
2021
Q3
$355K Buy
616
+194
+46% +$112K 0.02% 133
2021
Q2
$247K Hold
422
0.02% 159
2021
Q1
$201K Buy
+422
New +$201K 0.01% 186