Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.3K Buy
+22,757
New +$91.3K ﹤0.01% 4899
2022
Q3
Sell
-18,576
Closed -$53K 5679
2022
Q2
$53K Sell
18,576
-4,890
-21% -$14K ﹤0.01% 5268
2022
Q1
$143K Buy
23,466
+220
+0.9% +$1.34K ﹤0.01% 5199
2021
Q4
$198K Buy
23,246
+12,360
+114% +$105K ﹤0.01% 5005
2021
Q3
$145K Buy
+10,886
New +$145K ﹤0.01% 4976
2017
Q3
Sell
-20,574
Closed -$45K 4427
2017
Q2
$45K Sell
20,574
-1,205
-6% -$2.64K ﹤0.01% 4256
2017
Q1
$67K Buy
21,779
+125
+0.6% +$385 ﹤0.01% 4183
2016
Q4
$68K Sell
21,654
-2,523
-10% -$7.92K ﹤0.01% 4189
2016
Q3
$83K Sell
24,177
-480
-2% -$1.65K ﹤0.01% 4226
2016
Q2
$113K Buy
+24,657
New +$113K ﹤0.01% 4082