Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.4K Hold
35
﹤0.01% 480
2025
Q1
$4.79K Sell
35
-22
-39% -$3.01K ﹤0.01% 429
2024
Q4
$8.68K Buy
+57
New +$8.68K ﹤0.01% 312
2021
Q4
Sell
-6,766
Closed -$1.91M 85
2021
Q3
$1.91M Buy
6,766
+11
+0.2% +$3.11K 0.69% 42
2021
Q2
$2.34M Sell
6,755
-69
-1% -$23.9K 0.85% 41
2021
Q1
$1.91M Buy
6,824
+235
+4% +$65.7K 0.74% 44
2020
Q4
$1.61M Buy
+6,589
New +$1.61M 0.69% 45