Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.7K Buy
16,996
+6,161
+57% +$24.9K ﹤0.01% 1441
2025
Q1
$57K Buy
10,835
+366
+3% +$1.93K ﹤0.01% 1384
2024
Q4
$67K Buy
+10,469
New +$67K ﹤0.01% 1393
2022
Q2
Sell
-15,402
Closed -$183K 1234
2022
Q1
$183K Buy
15,402
+781
+5% +$9.28K ﹤0.01% 1116
2021
Q4
$263K Buy
14,621
+153
+1% +$2.75K ﹤0.01% 1067
2021
Q3
$425K Sell
14,468
-6
-0% -$176 0.01% 953
2021
Q2
$709K Buy
+14,474
New +$709K 0.01% 749