Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Buy
+7,402
New +$92K ﹤0.01% 1069
2025
Q1
Sell
-29,084
Closed -$425K 1240
2024
Q4
$425K Buy
+29,084
New +$425K 0.01% 738
2021
Q2
Sell
-7,294
Closed -$100K 1337
2021
Q1
$100K Sell
7,294
-333
-4% -$4.57K ﹤0.01% 935
2020
Q4
$105K Sell
7,627
-590
-7% -$8.12K ﹤0.01% 847
2020
Q3
$74K Buy
8,217
+2
+0% +$18 ﹤0.01% 804
2020
Q2
$101K Sell
8,215
-45
-0.5% -$553 0.01% 693
2020
Q1
$81K Buy
8,260
+1,570
+23% +$15.4K ﹤0.01% 738
2019
Q4
$168K Buy
+6,690
New +$168K 0.01% 727