Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+3,095
New +$230K 0.01% 1122
2021
Q4
Sell
-178
Closed -$12K 879
2021
Q3
$12K Sell
178
-252
-59% -$17K ﹤0.01% 1388
2021
Q2
$30K Buy
430
+33
+8% +$2.3K ﹤0.01% 1121
2021
Q1
$24K Sell
397
-146
-27% -$8.83K ﹤0.01% 914
2020
Q4
$27K Sell
543
-102
-16% -$5.07K 0.01% 680
2020
Q3
$36.1K Buy
645
+84
+15% +$4.7K 0.02% 472
2020
Q2
$33.2K Buy
561
+222
+65% +$13.1K 0.02% 441
2020
Q1
$10.2K Sell
339
-38
-10% -$1.14K 0.01% 633
2019
Q4
$14K Buy
+377
New +$14K 0.01% 527