Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,009
Closed -$6.4K 1515
2025
Q1
$6.4K Buy
+10,009
New +$6.4K ﹤0.01% 1442
2022
Q2
Sell
-12,453
Closed -$452K 1199
2022
Q1
$452K Sell
12,453
-399
-3% -$14.5K 0.01% 930
2021
Q4
$395K Buy
12,852
+383
+3% +$11.8K 0.01% 984
2021
Q3
$848K Sell
12,469
-939
-7% -$63.9K 0.02% 635
2021
Q2
$1.11M Sell
13,408
-637
-5% -$52.9K 0.02% 546
2021
Q1
$1.2M Buy
14,045
+768
+6% +$65.8K 0.03% 425
2020
Q4
$1.2M Buy
13,277
+140
+1% +$12.6K 0.03% 422
2020
Q3
$939K Buy
13,137
+551
+4% +$39.4K 0.02% 431
2020
Q2
$847K Buy
+12,586
New +$847K 0.02% 423