Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+911
New +$206K 0.01% 302
2025
Q1
Sell
-1,136
Closed -$224K 303
2024
Q4
$224K Buy
+1,136
New +$224K 0.01% 280
2022
Q1
Sell
-1,895
Closed -$228K 355
2021
Q4
$228K Sell
1,895
-415
-18% -$49.9K 0.01% 305
2021
Q3
$258K Buy
2,310
+164
+8% +$18.3K 0.01% 288
2021
Q2
$258K Hold
2,146
0.01% 287
2021
Q1
$254K Buy
2,146
+80
+4% +$9.47K 0.01% 284
2020
Q4
$225K Buy
+2,066
New +$225K 0.01% 286