Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
32,383
-630
-2% -$5.48K ﹤0.01% 1233
2025
Q1
$288K Sell
33,013
-7,284
-18% -$63.4K ﹤0.01% 1144
2024
Q4
$434K Buy
+40,297
New +$434K ﹤0.01% 963
2022
Q4
Sell
-22,775
Closed -$223K 893
2022
Q3
$223K Sell
22,775
-2,007
-8% -$19.7K ﹤0.01% 751
2022
Q2
$325K Buy
+24,782
New +$325K ﹤0.01% 622
2021
Q4
Sell
-6,527
Closed -$482K 919
2021
Q3
$482K Buy
6,527
+2,803
+75% +$207K 0.01% 535
2021
Q2
$254K Buy
+3,724
New +$254K ﹤0.01% 675
2019
Q4
Sell
-20,009
Closed -$316K 617
2019
Q3
$316K Sell
20,009
-4,327
-18% -$68.3K 0.02% 384
2019
Q2
$348K Buy
+24,336
New +$348K 0.02% 352