Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.78K Hold
231
﹤0.01% 3324
2025
Q1
$5.47K Buy
+231
New +$5.47K ﹤0.01% 3278
2023
Q4
Sell
-22
Closed -$538 3798
2023
Q3
$538 Sell
22
-21
-49% -$514 ﹤0.01% 3247
2023
Q2
$1.12K Hold
43
﹤0.01% 3223
2023
Q1
$1.5K Sell
43
-143
-77% -$5K ﹤0.01% 3092
2022
Q4
$4.69K Buy
+186
New +$4.69K ﹤0.01% 2618
2020
Q4
Sell
-8,920
Closed -$1.24M 1027
2020
Q3
$1.24M Buy
8,920
+2,320
+35% +$323K 0.04% 332
2020
Q2
$487K Buy
+6,600
New +$487K 0.02% 540