Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-420
Closed -$19.7K 703
2025
Q1
$19.7K Buy
+420
New +$19.7K ﹤0.01% 391
2022
Q1
Sell
-632
Closed -$80K 1821
2021
Q4
$80K Buy
+632
New +$80K ﹤0.01% 695
2021
Q2
Sell
-561
Closed -$48K 1805
2021
Q1
$48K Buy
561
+483
+619% +$41.3K ﹤0.01% 780
2020
Q4
$7K Buy
+78
New +$7K ﹤0.01% 1105
2020
Q3
Sell
-299
Closed -$22K 1553
2020
Q2
$22K Buy
+299
New +$22K ﹤0.01% 876
2019
Q3
Sell
-86
Closed -$3K 1369
2019
Q2
$3K Buy
+86
New +$3K ﹤0.01% 970
2018
Q4
Sell
-459
Closed -$21K 1216
2018
Q3
$21K Buy
+459
New +$21K 0.01% 591