Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
+12,895
New +$119K ﹤0.01% 567
2022
Q4
Sell
-194
Closed -$2K 387
2022
Q3
$2K Sell
194
-254
-57% -$2.62K ﹤0.01% 1009
2022
Q2
$6K Sell
448
-55
-11% -$737 ﹤0.01% 839
2022
Q1
$6K Buy
503
+191
+61% +$2.28K ﹤0.01% 853
2021
Q4
$4K Sell
312
-479
-61% -$6.14K ﹤0.01% 922
2021
Q3
$9K Buy
791
+512
+184% +$5.83K ﹤0.01% 751
2021
Q2
$3K Sell
279
-203
-42% -$2.18K ﹤0.01% 965
2021
Q1
$6K Hold
482
﹤0.01% 788
2020
Q4
$6K Hold
482
﹤0.01% 659
2020
Q3
$5K Sell
482
-65
-12% -$674 ﹤0.01% 648
2020
Q2
$6K Buy
547
+103
+23% +$1.13K ﹤0.01% 618
2020
Q1
$3.61K Sell
444
-3,824
-90% -$31.1K ﹤0.01% 682
2019
Q4
$46.3K Buy
4,268
+2,861
+203% +$31K 0.01% 429
2019
Q3
$13.8K Buy
+1,407
New +$13.8K ﹤0.01% 751