Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.6K Sell
1,199
-7,991
-87% -$351K ﹤0.01% 361
2025
Q1
$294K Buy
+9,190
New +$294K 0.02% 264
2021
Q2
Sell
-5,358
Closed -$238K 1497
2021
Q1
$238K Buy
5,358
+3,610
+207% +$160K 0.01% 514
2020
Q4
$110K Sell
1,748
-4,856
-74% -$306K 0.01% 585
2020
Q3
$559K Buy
+6,604
New +$559K 0.06% 274