Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36K Sell
979
-1,443
-60% -$4.95K ﹤0.01% 569
2025
Q1
$9.23K Buy
+2,422
New +$9.23K ﹤0.01% 468
2022
Q3
Sell
-5,963
Closed -$130K 249
2022
Q2
$130K Sell
5,963
-713
-11% -$15.5K 0.02% 233
2022
Q1
$141K Buy
6,676
+1,096
+20% +$23.1K 0.01% 243
2021
Q4
$177K Sell
5,580
-486
-8% -$15.4K 0.02% 227
2021
Q3
$216K Buy
6,066
+23
+0.4% +$819 0.02% 195
2021
Q2
$321K Sell
6,043
-179
-3% -$9.51K 0.03% 157
2021
Q1
$243K Buy
+6,222
New +$243K 0.03% 170