Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22
Closed -$1.62K 1396
2025
Q1
$1.62K Buy
+22
New +$1.62K ﹤0.01% 860
2022
Q2
Sell
-52
Closed -$6K 521
2022
Q1
$6K Buy
+52
New +$6K ﹤0.01% 302
2021
Q4
Sell
-60
Closed -$16K 407
2021
Q3
$16K Hold
60
﹤0.01% 245
2021
Q2
$23K Hold
60
﹤0.01% 224
2021
Q1
$19K Sell
60
-30
-33% -$9.5K ﹤0.01% 202
2020
Q4
$30K Buy
90
+20
+29% +$6.67K ﹤0.01% 191
2020
Q3
$33K Buy
70
+10
+17% +$4.71K 0.01% 178
2020
Q2
$15K Buy
+60
New +$15K ﹤0.01% 208