Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,108
Closed -$7.25K 684
2025
Q1
$7.25K Buy
+2,108
New +$7.25K ﹤0.01% 951
2021
Q4
Sell
-126,456
Closed -$634K 832
2021
Q3
$634K Sell
126,456
-11,190
-8% -$56.1K 0.01% 524
2021
Q2
$753K Buy
137,646
+62,264
+83% +$341K 0.01% 462
2021
Q1
$339K Buy
75,382
+43,727
+138% +$197K ﹤0.01% 636
2020
Q4
$133K Buy
+31,655
New +$133K ﹤0.01% 781