Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-748
Closed -$9.62K 448
2025
Q1
$9.62K Buy
+748
New +$9.62K ﹤0.01% 894
2021
Q4
Sell
-10,476
Closed -$435K 804
2021
Q3
$435K Buy
10,476
+2,705
+35% +$112K 0.01% 647
2021
Q2
$351K Buy
7,771
+1,906
+32% +$86.1K ﹤0.01% 685
2021
Q1
$259K Buy
+5,865
New +$259K ﹤0.01% 749