Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8K Buy
+510
New +$14.8K ﹤0.01% 177
2022
Q1
Sell
-23,455
Closed -$436K 167
2021
Q4
$436K Buy
23,455
+9,407
+67% +$175K 0.13% 88
2021
Q3
$287K Sell
14,048
-2,103
-13% -$43K 0.09% 96
2021
Q2
$351K Hold
16,151
0.11% 90
2021
Q1
$369K Sell
16,151
-501
-3% -$11.4K 0.13% 80
2020
Q4
$362K Buy
16,652
+2,618
+19% +$56.9K 0.12% 79
2020
Q3
$302K Buy
14,034
+2,697
+24% +$58K 0.12% 76
2020
Q2
$259K Buy
+11,337
New +$259K 0.11% 82
2020
Q1
Sell
-7,015
Closed -$207K 85
2019
Q4
$207K Buy
+7,015
New +$207K 0.09% 72