Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,383
Closed -$221K 244
2025
Q1
$221K Buy
+1,383
New +$221K 0.09% 205
2024
Q3
Sell
-1,358
Closed -$200K 207
2024
Q2
$200K Sell
1,358
-7
-0.5% -$1.03K 0.08% 190
2024
Q1
$208K Buy
+1,365
New +$208K 0.08% 199
2023
Q4
Sell
-1,353
Closed -$207K 214
2023
Q3
$207K Buy
+1,353
New +$207K 0.1% 183
2021
Q2
Sell
-45,172
Closed -$50K 251
2021
Q1
$50K Hold
45,172
0.01% 230
2020
Q4
$48K Buy
45,172
+1,218
+3% +$1.29K 0.01% 220
2020
Q3
$47K Buy
43,954
+1
+0% +$1 0.01% 206
2020
Q2
$47K Buy
+43,953
New +$47K 0.01% 191