Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-339
Closed -$2K 3196
2025
Q1
$2K Buy
+339
New +$2K ﹤0.01% 2196
2024
Q3
Sell
-724
Closed -$15K 2906
2024
Q2
$15K Buy
+724
New +$15K ﹤0.01% 1791
2021
Q4
Sell
-135
Closed -$107K 3727
2021
Q3
$107K Sell
135
-14
-9% -$11.1K ﹤0.01% 2617
2021
Q2
$217K Buy
149
+5
+3% +$7.28K ﹤0.01% 2248
2021
Q1
$405K Buy
+144
New +$405K ﹤0.01% 1746
2020
Q3
Sell
-33
Closed -$28K 2224
2020
Q2
$28K Buy
+33
New +$28K ﹤0.01% 1245