Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Hold
5,966
0.08% 240
2025
Q1
$301K Buy
+5,966
New +$301K 0.11% 170
2024
Q4
Sell
-5,190
Closed -$246K 313
2024
Q3
$246K Buy
+5,190
New +$246K 0.08% 239
2022
Q2
Sell
-7,199
Closed -$224K 296
2022
Q1
$224K Sell
7,199
-214
-3% -$6.66K 0.06% 244
2021
Q4
$242K Sell
7,413
-830
-10% -$27.1K 0.07% 251
2021
Q3
$238K Buy
+8,243
New +$238K 0.06% 264