Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$968 Hold
45
﹤0.01% 1044
2025
Q1
$846 Sell
45
-11
-20% -$207 ﹤0.01% 813
2024
Q4
$868 Sell
56
-6
-10% -$93 ﹤0.01% 818
2024
Q3
$1.13K Hold
62
﹤0.01% 771
2024
Q2
$1.04K Buy
+62
New +$1.04K ﹤0.01% 750
2024
Q1
Sell
-29
Closed -$436 833
2023
Q4
$436 Buy
+29
New +$436 ﹤0.01% 746
2021
Q3
Sell
-148,740
Closed -$1.97M 491
2021
Q2
$1.97M Buy
+148,740
New +$1.97M 0.06% 148
2020
Q1
Sell
-343,139
Closed -$4.14M 388
2019
Q4
$4.14M Buy
+343,139
New +$4.14M 0.18% 80
2016
Q3
Sell
-64,046
Closed -$662K 132
2016
Q2
$662K Buy
+64,046
New +$662K 0.05% 72