Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6K Buy
+23
New +$1.6K ﹤0.01% 327
2022
Q2
Sell
-3,627
Closed -$202K 143
2022
Q1
$202K Sell
3,627
-666
-16% -$37.1K 0.06% 142
2021
Q4
$272K Sell
4,293
-7,078
-62% -$448K 0.08% 115
2021
Q3
$619K Sell
11,371
-469
-4% -$25.5K 0.2% 65
2021
Q2
$628K Buy
11,840
+54
+0.5% +$2.86K 0.19% 65
2021
Q1
$609K Buy
11,786
+248
+2% +$12.8K 0.21% 61
2020
Q4
$516K Buy
11,538
+1,607
+16% +$71.9K 0.17% 70
2020
Q3
$391K Buy
9,931
+2,041
+26% +$80.4K 0.15% 71
2020
Q2
$368K Buy
7,890
+337
+4% +$15.7K 0.16% 75
2020
Q1
$297K Buy
+7,553
New +$297K 0.15% 60