Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
408
+56
+16% +$50.2K 0.1% 225
2025
Q1
$239K Buy
+352
New +$239K 0.09% 210
2024
Q4
Sell
-519
Closed -$402K 301
2024
Q3
$402K Buy
+519
New +$402K 0.14% 156
2022
Q2
Sell
-720
Closed -$264K 279
2022
Q1
$264K Hold
720
0.08% 214
2021
Q4
$310K Sell
720
-60
-8% -$25.8K 0.08% 196
2021
Q3
$261K Buy
+780
New +$261K 0.07% 238