Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.6K Sell
2,098
-126
-6% -$4.84K ﹤0.01% 1046
2025
Q1
$86.1K Sell
2,224
-40
-2% -$1.55K ﹤0.01% 1088
2024
Q4
$76.6K Buy
+2,264
New +$76.6K ﹤0.01% 1134
2022
Q3
Sell
-7,912
Closed -$431K 2353
2022
Q2
$431K Sell
7,912
-1,444
-15% -$78.7K 0.02% 517
2022
Q1
$509K Sell
9,356
-2,027
-18% -$110K 0.01% 568
2021
Q4
$628K Buy
11,383
+1,589
+16% +$87.7K 0.01% 612
2021
Q3
$468K Buy
9,794
+1,259
+15% +$60.2K 0.01% 605
2021
Q2
$425K Sell
8,535
-4,110
-33% -$205K 0.01% 656
2021
Q1
$566K Buy
+12,645
New +$566K 0.02% 627