Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.8K Buy
+31,140
New +$39.8K ﹤0.01% 5131
2024
Q4
Sell
-14,020
Closed -$16.6K 6349
2024
Q3
$16.6K Buy
+14,020
New +$16.6K ﹤0.01% 5721
2023
Q1
Sell
-18,341
Closed -$30.5K 5973
2022
Q4
$30.5K Buy
+18,341
New +$30.5K ﹤0.01% 4979
2022
Q1
Sell
-4,159
Closed -$43K 6004
2021
Q4
$43K Sell
4,159
-8,132
-66% -$84.1K ﹤0.01% 4921
2021
Q3
$159K Buy
12,291
+2,307
+23% +$29.8K ﹤0.01% 4514
2021
Q2
$235K Buy
9,984
+4,306
+76% +$101K ﹤0.01% 4275
2021
Q1
$144K Buy
+5,678
New +$144K ﹤0.01% 4433