Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67K Buy
+12,004
New +$67K ﹤0.01% 1960
2023
Q3
Sell
-13,448
Closed -$50K 2701
2023
Q2
$50K Buy
+13,448
New +$50K ﹤0.01% 1831
2022
Q3
Sell
-42,055
Closed -$115K 3185
2022
Q2
$115K Buy
+42,055
New +$115K ﹤0.01% 2322
2021
Q4
Sell
-81,034
Closed -$344K 3586
2021
Q3
$344K Sell
81,034
-15,502
-16% -$65.8K ﹤0.01% 2097
2021
Q2
$400K Buy
+96,536
New +$400K ﹤0.01% 1870
2020
Q3
Sell
-33,728
Closed -$109K 2155
2020
Q2
$109K Buy
+33,728
New +$109K ﹤0.01% 1109