Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,626
Closed -$31.1K 643
2025
Q1
$31.1K Buy
+1,626
New +$31.1K ﹤0.01% 655
2022
Q1
Sell
-5,676
Closed -$263K 802
2021
Q4
$263K Buy
5,676
+20
+0.4% +$927 ﹤0.01% 617
2021
Q3
$374K Sell
5,656
-49
-0.9% -$3.24K ﹤0.01% 696
2021
Q2
$695K Buy
5,705
+58
+1% +$7.07K 0.01% 483
2021
Q1
$605K Buy
5,647
+24
+0.4% +$2.57K 0.01% 470
2020
Q4
$482K Hold
5,623
0.01% 485
2020
Q3
$234K Buy
+5,623
New +$234K ﹤0.01% 581