Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,920
Closed -$269K 446
2025
Q1
$269K Buy
+3,920
New +$269K 0.02% 314
2023
Q2
Sell
-2,095
Closed -$93.2K 1689
2023
Q1
$93.2K Buy
2,095
+480
+30% +$21.3K 0.01% 465
2022
Q4
$52K Buy
1,615
+1,009
+167% +$32.5K ﹤0.01% 595
2022
Q3
$17K Sell
606
-334
-36% -$9.37K ﹤0.01% 869
2022
Q2
$30K Buy
940
+328
+54% +$10.5K ﹤0.01% 684
2022
Q1
$30K Sell
612
-26
-4% -$1.28K ﹤0.01% 649
2021
Q4
$41K Buy
+638
New +$41K ﹤0.01% 562
2020
Q4
Sell
-195
Closed -$20K 1387
2020
Q3
$20K Buy
+195
New +$20K ﹤0.01% 523