Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-356
Closed -$13.5K 1635
2025
Q1
$13.5K Buy
+356
New +$13.5K ﹤0.01% 823
2021
Q2
Sell
-8,801
Closed -$562K 1030
2021
Q1
$562K Buy
8,801
+597
+7% +$38.1K 0.01% 488
2020
Q4
$444K Buy
8,204
+2,217
+37% +$120K 0.01% 502
2020
Q3
$235K Buy
+5,987
New +$235K ﹤0.01% 580