Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
1,658
-16
-1% -$2.44K 0.07% 215
2025
Q1
$246K Buy
1,674
+3
+0.2% +$441 0.08% 210
2024
Q4
$216K Buy
1,671
+22
+1% +$2.84K 0.07% 199
2024
Q3
$225K Buy
+1,649
New +$225K 0.07% 206
2023
Q3
Sell
-2,471
Closed -$207K 201
2023
Q2
$207K Buy
+2,471
New +$207K 0.09% 172
2023
Q1
Sell
-2,518
Closed -$252K 186
2022
Q4
$252K Buy
+2,518
New +$252K 0.13% 147