Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.3K Sell
300
-131
-30% -$9.74K ﹤0.01% 403
2025
Q1
$28.1K Buy
+431
New +$28.1K ﹤0.01% 384
2022
Q2
Sell
-972
Closed -$112K 271
2022
Q1
$112K Sell
972
-151
-13% -$17.4K 0.01% 266
2021
Q4
$212K Buy
1,123
+5
+0.4% +$944 0.02% 207
2021
Q3
$291K Buy
1,118
+92
+9% +$23.9K 0.03% 167
2021
Q2
$299K Buy
1,026
+36
+4% +$10.5K 0.03% 164
2021
Q1
$240K Buy
990
+67
+7% +$16.2K 0.03% 172
2020
Q4
$216K Sell
923
-165
-15% -$38.6K 0.03% 173
2020
Q3
$214K Sell
1,088
-98
-8% -$19.3K 0.03% 155
2020
Q2
$207K Buy
+1,186
New +$207K 0.03% 141