Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,364
Closed -$77.3K 1109
2025
Q1
$77.3K Buy
+4,364
New +$77.3K ﹤0.01% 458
2021
Q4
Sell
-21,418
Closed -$292K 893
2021
Q3
$292K Sell
21,418
-246
-1% -$3.35K ﹤0.01% 799
2021
Q2
$302K Hold
21,664
﹤0.01% 754
2021
Q1
$269K Sell
21,664
-623
-3% -$7.74K ﹤0.01% 731
2020
Q4
$245K Buy
22,287
+1,328
+6% +$14.6K ﹤0.01% 686
2020
Q3
$201K Buy
20,959
+4,163
+25% +$39.9K ﹤0.01% 636
2020
Q2
$164K Buy
16,796
+5,456
+48% +$53.3K ﹤0.01% 557
2020
Q1
$88K Buy
+11,340
New +$88K ﹤0.01% 501