Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,824
Closed -$185K 466
2025
Q1
$185K Buy
+4,824
New +$185K 0.01% 296
2022
Q3
Sell
-2,149
Closed -$60K 1414
2022
Q2
$60K Buy
+2,149
New +$60K ﹤0.01% 886
2021
Q3
Sell
-677
Closed -$34K 1380
2021
Q2
$34K Buy
+677
New +$34K ﹤0.01% 988
2020
Q2
Sell
-190
Closed -$3K 1140
2020
Q1
$3K Sell
190
-6,367
-97% -$101K ﹤0.01% 822
2019
Q4
$177K Buy
+6,557
New +$177K 0.04% 353
2019
Q3
Sell
-3,050
Closed -$53K 1014
2019
Q2
$53K Sell
3,050
-885
-22% -$15.4K 0.01% 626
2019
Q1
$74K Buy
+3,935
New +$74K 0.03% 445