Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.8K Hold
1,891
﹤0.01% 367
2025
Q1
$39.2K Buy
+1,891
New +$39.2K ﹤0.01% 339
2022
Q3
Sell
-5,302
Closed -$168K 261
2022
Q2
$168K Sell
5,302
-825
-13% -$26.1K 0.02% 202
2022
Q1
$169K Sell
6,127
-520
-8% -$14.3K 0.02% 217
2021
Q4
$335K Buy
6,647
+2,235
+51% +$113K 0.03% 164
2021
Q3
$157K Sell
4,412
-2,502
-36% -$89K 0.02% 228
2021
Q2
$307K Sell
6,914
-229
-3% -$10.2K 0.03% 161
2021
Q1
$261K Buy
+7,143
New +$261K 0.03% 162