Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,806
Closed -$74.2K 863
2025
Q1
$74.2K Buy
+2,806
New +$74.2K ﹤0.01% 462
2023
Q1
Sell
-7,864
Closed -$282K 1031
2022
Q4
$282K Sell
7,864
-899
-10% -$32.2K ﹤0.01% 764
2022
Q3
$290K Buy
+8,763
New +$290K ﹤0.01% 704
2021
Q2
Sell
-11,261
Closed -$219K 1000
2021
Q1
$219K Buy
11,261
+532
+5% +$10.3K ﹤0.01% 805
2020
Q4
$176K Sell
10,729
-1,846
-15% -$30.3K ﹤0.01% 759
2020
Q3
$177K Buy
12,575
+994
+9% +$14K ﹤0.01% 647
2020
Q2
$168K Buy
+11,581
New +$168K ﹤0.01% 556