Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-945
Closed -$45.2K 1860
2024
Q4
$45.2K Buy
+945
New +$45.2K 0.01% 1460
2022
Q3
Sell
-551
Closed -$18K 1970
2022
Q2
$18K Sell
551
-494
-47% -$16.1K 0.01% 1478
2022
Q1
$37K Buy
1,045
+317
+44% +$11.2K 0.02% 1221
2021
Q4
$33K Buy
+728
New +$33K 0.02% 1308