Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874 Buy
+39
New +$874 ﹤0.01% 355
2022
Q3
Sell
-6,238
Closed -$233K 135
2022
Q2
$233K Buy
6,238
+1,926
+45% +$71.9K 0.07% 113
2022
Q1
$214K Sell
4,312
-1,427
-25% -$70.8K 0.06% 136
2021
Q4
$296K Buy
5,739
+382
+7% +$19.7K 0.09% 112
2021
Q3
$285K Buy
5,357
+95
+2% +$5.05K 0.09% 97
2021
Q2
$295K Buy
5,262
+19
+0.4% +$1.07K 0.09% 98
2021
Q1
$336K Buy
5,243
+63
+1% +$4.04K 0.12% 85
2020
Q4
$258K Buy
5,180
+401
+8% +$20K 0.08% 96
2020
Q3
$247K Buy
+4,779
New +$247K 0.1% 80