Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
+1,205
New +$218K 0.01% 534
2022
Q4
Sell
-123
Closed -$14K 389
2022
Q3
$14K Buy
123
+14
+13% +$1.59K ﹤0.01% 692
2022
Q2
$12K Buy
109
+34
+45% +$3.74K ﹤0.01% 737
2022
Q1
$10K Sell
75
-51
-40% -$6.8K ﹤0.01% 761
2021
Q4
$19K Hold
126
﹤0.01% 682
2021
Q3
$15K Hold
126
﹤0.01% 677
2021
Q2
$17K Sell
126
-3
-2% -$405 ﹤0.01% 674
2021
Q1
$16K Buy
129
+51
+65% +$6.33K ﹤0.01% 621
2020
Q4
$9K Hold
78
﹤0.01% 601
2020
Q3
$8K Hold
78
﹤0.01% 589
2020
Q2
$7K Hold
78
﹤0.01% 589
2020
Q1
$5.62K Sell
78
-38
-33% -$2.74K ﹤0.01% 586
2019
Q4
$11.6K Sell
116
-2
-2% -$200 ﹤0.01% 707
2019
Q3
$10.8K Buy
+118
New +$10.8K ﹤0.01% 800