Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4K Buy
475
+175
+58% +$4.56K ﹤0.01% 1319
2025
Q1
$7.62K Buy
+300
New +$7.62K ﹤0.01% 1342
2022
Q2
Sell
-1,570
Closed -$33K 2265
2022
Q1
$33K Buy
1,570
+540
+52% +$11.4K ﹤0.01% 1380
2021
Q4
$26K Buy
1,030
+360
+54% +$9.09K ﹤0.01% 1483
2021
Q3
$15K Buy
+670
New +$15K ﹤0.01% 1539
2020
Q2
Sell
-2,110
Closed -$25K 1372
2020
Q1
$25K Buy
+2,110
New +$25K ﹤0.01% 976