Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,739
Closed -$307K 1024
2025
Q1
$307K Buy
+1,739
New +$307K 0.01% 312
2022
Q4
Sell
-2,117
Closed -$383K 218
2022
Q3
$383K Buy
+2,117
New +$383K 0.01% 93
2022
Q2
Sell
-960
Closed -$222K 223
2022
Q1
$222K Buy
+960
New +$222K 0.01% 154
2021
Q3
Sell
-851
Closed -$206K 240
2021
Q2
$206K Buy
+851
New +$206K 0.01% 183
2019
Q3
Hold
0
119
2019
Q2
Hold
0
100