Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,224
Closed -$4K 1412
2025
Q1
$4K Sell
19,224
-1,050
-5% -$218 ﹤0.01% 1236
2024
Q4
$25K Buy
+20,274
New +$25K ﹤0.01% 1261
2023
Q2
Sell
-33,324
Closed -$148K 1476
2023
Q1
$148K Buy
+33,324
New +$148K 0.02% 841
2021
Q1
Sell
-1,543
Closed -$216K 1561
2020
Q4
$216K Sell
1,543
-2,334
-60% -$327K 0.02% 807
2020
Q3
$316K Buy
+3,877
New +$316K 0.05% 416
2019
Q4
$205K Buy
+2,149
New +$205K 0.02% 922