Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
+1,596
New +$243K 0.07% 204
2025
Q1
Sell
-1,592
Closed -$206K 235
2024
Q4
$206K Sell
1,592
-49
-3% -$6.33K 0.06% 216
2024
Q3
$224K Buy
+1,641
New +$224K 0.07% 175
2022
Q1
Sell
-2,191
Closed -$325K 137
2021
Q4
$325K Buy
+2,191
New +$325K 0.24% 81