Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
910
-17
-2% -$4.16K ﹤0.01% 460
2025
Q1
$245K Buy
+927
New +$245K ﹤0.01% 442
2021
Q1
Sell
-591
Closed -$242K 403
2020
Q4
$242K Sell
591
-987
-63% -$404K ﹤0.01% 351
2020
Q3
$653K Sell
1,578
-636
-29% -$263K 0.01% 271
2020
Q2
$858K Buy
+2,214
New +$858K 0.01% 233
2020
Q1
Sell
-2,520
Closed -$924K 410
2019
Q4
$924K Buy
+2,520
New +$924K 0.01% 269
2019
Q2
Sell
-3,878
Closed -$1.03M 400
2019
Q1
$1.03M Buy
3,878
+1,928
+99% +$513K 0.01% 225
2018
Q4
$559K Buy
1,950
+438
+29% +$126K 0.01% 292
2018
Q3
$512K Sell
1,512
-910
-38% -$308K 0.01% 304
2018
Q2
$721K Buy
2,422
+252
+12% +$75K 0.01% 246
2018
Q1
$583K Buy
+2,170
New +$583K 0.01% 272