Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-342
Closed -$4.06K 771
2025
Q1
$4.06K Buy
+342
New +$4.06K ﹤0.01% 676
2022
Q2
Sell
-4,121
Closed -$158K 550
2022
Q1
$158K Buy
4,121
+67
+2% +$2.57K 0.01% 534
2021
Q4
$173K Sell
4,054
-3,363
-45% -$144K 0.01% 509
2021
Q3
$397K Buy
7,417
+1,900
+34% +$102K 0.02% 334
2021
Q2
$334K Sell
5,517
-25
-0.5% -$1.51K 0.02% 325
2021
Q1
$350K Sell
5,542
-175
-3% -$11.1K 0.02% 323
2020
Q4
$281K Buy
5,717
+100
+2% +$4.92K 0.01% 339
2020
Q3
$155K Sell
5,617
-358
-6% -$9.88K 0.01% 362
2020
Q2
$197K Buy
5,975
+3,377
+130% +$111K 0.02% 317
2020
Q1
$78K Buy
2,598
+170
+7% +$5.1K 0.01% 469
2019
Q4
$104K Buy
2,428
+1,331
+121% +$57K 0.01% 453
2019
Q3
$45K Buy
1,097
+300
+38% +$12.3K 0.01% 635
2019
Q2
$52K Buy
+797
New +$52K 0.01% 582