Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.2K Buy
117
+8
+7% +$1.86K 0.01% 185
2025
Q1
$23.1K Buy
109
+6
+6% +$1.27K 0.01% 190
2024
Q4
$23.3K Buy
+103
New +$23.3K 0.01% 174
2022
Q3
Sell
-3,632
Closed -$632K 118
2022
Q2
$632K Hold
3,632
0.11% 90
2022
Q1
$706K Sell
3,632
-2
-0.1% -$389 0.11% 91
2021
Q4
$757K Buy
3,634
+910
+33% +$190K 0.11% 92
2021
Q3
$579K Buy
2,724
+94
+4% +$20K 0.09% 98
2021
Q2
$577K Hold
2,630
0.09% 99
2021
Q1
$571K Hold
2,630
0.09% 99
2020
Q4
$560K Buy
+2,630
New +$560K 0.1% 98