Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.1K Buy
+11,110
New +$35.1K ﹤0.01% 5149
2024
Q1
Sell
-595
Closed -$7.3K 5873
2023
Q4
$7.3K Buy
+595
New +$7.3K ﹤0.01% 5576
2023
Q1
Sell
-1,576
Closed -$29.9K 5705
2022
Q4
$29.9K Buy
1,576
+830
+111% +$15.8K ﹤0.01% 4984
2022
Q3
$13K Buy
+746
New +$13K ﹤0.01% 5390
2022
Q2
Sell
-568
Closed -$34K 5674
2022
Q1
$34K Sell
568
-503
-47% -$30.1K ﹤0.01% 5231
2021
Q4
$44K Buy
+1,071
New +$44K ﹤0.01% 4913