Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,080
Closed -$86.9K 475
2025
Q1
$86.9K Buy
+1,080
New +$86.9K ﹤0.01% 433
2024
Q1
Sell
-1,969
Closed -$233K 860
2023
Q4
$233K Buy
+1,969
New +$233K 0.01% 715
2023
Q1
Sell
-4,056
Closed -$342K 1008
2022
Q4
$342K Sell
4,056
-615
-13% -$51.8K ﹤0.01% 687
2022
Q3
$375K Buy
4,671
+1,525
+48% +$122K 0.01% 601
2022
Q2
$288K Buy
3,146
+498
+19% +$45.6K ﹤0.01% 580
2022
Q1
$316K Sell
2,648
-29
-1% -$3.46K ﹤0.01% 573
2021
Q4
$313K Buy
2,677
+500
+23% +$58.5K 0.01% 562
2021
Q3
$228K Buy
+2,177
New +$228K ﹤0.01% 868
2015
Q4
Sell
-2,931
Closed -$202K 535
2015
Q3
$202K Sell
2,931
-1,025
-26% -$70.6K 0.01% 512
2015
Q2
$276K Buy
3,956
+1,000
+34% +$69.8K 0.01% 487
2015
Q1
$210K Buy
+2,956
New +$210K 0.01% 519