Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,446
Closed -$9K 1830
2025
Q1
$9K Buy
+10,446
New +$9K ﹤0.01% 1193
2024
Q2
Sell
-1,832
Closed -$27K 1684
2024
Q1
$27K Buy
+1,832
New +$27K ﹤0.01% 1127
2023
Q3
Sell
-1,907
Closed -$11K 1666
2023
Q2
$11K Buy
+1,907
New +$11K ﹤0.01% 1341
2023
Q1
Sell
-4,364
Closed -$25K 1868
2022
Q4
$25K Buy
4,364
+2,597
+147% +$14.9K ﹤0.01% 1218
2022
Q3
$21K Buy
+1,767
New +$21K ﹤0.01% 1389
2022
Q1
Sell
-802
Closed -$42K 1827
2021
Q4
$42K Buy
802
+536
+202% +$28.1K ﹤0.01% 1375
2021
Q3
$25K Sell
266
-246
-48% -$23.1K ﹤0.01% 1371
2021
Q2
$85K Buy
+512
New +$85K 0.01% 1237
2020
Q3
Sell
-682
Closed -$74K 1341
2020
Q2
$74K Buy
+682
New +$74K 0.01% 944