Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-139
Closed -$16.4K 962
2025
Q1
$16.4K Buy
+139
New +$16.4K ﹤0.01% 785
2023
Q1
Sell
-1,561
Closed -$262K 1039
2022
Q4
$262K Buy
1,561
+52
+3% +$8.74K ﹤0.01% 795
2022
Q3
$282K Buy
+1,509
New +$282K ﹤0.01% 719
2021
Q4
Sell
-1,537
Closed -$432K 872
2021
Q3
$432K Buy
1,537
+437
+40% +$123K 0.01% 650
2021
Q2
$241K Buy
+1,100
New +$241K ﹤0.01% 836