Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,990
Closed -$7K 2767
2025
Q1
$7K Buy
+1,990
New +$7K ﹤0.01% 2151
2024
Q2
Sell
-3,720
Closed -$12K 2450
2024
Q1
$12K Buy
+3,720
New +$12K ﹤0.01% 1935
2023
Q4
Sell
-1,266
Closed -$2K 2477
2023
Q3
$2K Sell
1,266
-119
-9% -$188 ﹤0.01% 2017
2023
Q2
$3K Sell
1,385
-1,824
-57% -$3.95K ﹤0.01% 2064
2023
Q1
$9K Buy
3,209
+358
+13% +$1K ﹤0.01% 2079
2022
Q4
$6K Buy
2,851
+1,416
+99% +$2.98K ﹤0.01% 2066
2022
Q3
$5K Buy
+1,435
New +$5K ﹤0.01% 2399
2021
Q2
Sell
-1,011
Closed -$10K 3022
2021
Q1
$10K Buy
1,011
+10
+1% +$99 ﹤0.01% 2385
2020
Q4
$4K Buy
+1,001
New +$4K ﹤0.01% 1697