Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
2,355
+63
+3% +$7.96K 0.01% 791
2025
Q1
$247K Buy
+2,292
New +$247K 0.01% 851
2021
Q2
Sell
-2,247
Closed -$112K 2791
2021
Q1
$112K Sell
2,247
-1,763
-44% -$87.9K ﹤0.01% 1325
2020
Q4
$165K Sell
4,010
-926
-19% -$38.1K 0.01% 929
2020
Q3
$145K Buy
4,936
+4,569
+1,245% +$134K 0.01% 846
2020
Q2
$10K Sell
367
-12,176
-97% -$332K ﹤0.01% 1711
2020
Q1
$211K Buy
+12,543
New +$211K 0.02% 635
2019
Q4
Sell
-61
Closed -$2K 2685
2019
Q3
$2K Buy
+61
New +$2K ﹤0.01% 2148