Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-61,096
Closed -$39.1K 2418
2025
Q1
$39.1K Buy
61,096
+10,113
+20% +$6.46K ﹤0.01% 2238
2024
Q4
$82.1K Buy
+50,983
New +$82.1K ﹤0.01% 2191
2021
Q3
Sell
-3,736
Closed -$310K 2018
2021
Q2
$310K Sell
3,736
-513
-12% -$42.6K ﹤0.01% 1614
2021
Q1
$364K Sell
4,249
-425
-9% -$36.4K ﹤0.01% 1458
2020
Q4
$422K Buy
+4,674
New +$422K ﹤0.01% 1301
2020
Q3
Sell
-432
Closed -$29K 1864
2020
Q2
$29K Buy
+432
New +$29K ﹤0.01% 2368