Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-100
Closed -$12.8K 638
2025
Q1
$12.8K Buy
+100
New +$12.8K ﹤0.01% 402
2022
Q4
Sell
-525
Closed -$46K 925
2022
Q3
$46K Sell
525
-1,087
-67% -$95.2K ﹤0.01% 921
2022
Q2
$127K Buy
+1,612
New +$127K ﹤0.01% 684
2022
Q1
Sell
-349
Closed -$33K 1702
2021
Q4
$33K Sell
349
-598
-63% -$56.5K ﹤0.01% 903
2021
Q3
$85K Buy
+947
New +$85K ﹤0.01% 784
2020
Q1
Sell
-511
Closed -$39K 1260
2019
Q4
$39K Buy
+511
New +$39K 0.01% 730
2017
Q4
Sell
-23
Closed -$1K 1033
2017
Q3
$1K Buy
+23
New +$1K ﹤0.01% 719
2017
Q2
Sell
-34
Closed -$2K 990
2017
Q1
$2K Buy
+34
New +$2K ﹤0.01% 640