Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,052
Closed -$60.1K 3216
2025
Q1
$60.1K Buy
+15,052
New +$60.1K ﹤0.01% 1964
2024
Q1
Sell
-2,214
Closed -$15.5K 2353
2023
Q4
$15.5K Buy
+2,214
New +$15.5K ﹤0.01% 1388
2023
Q2
Sell
-1,024
Closed -$22.9K 1874
2023
Q1
$22.9K Buy
+1,024
New +$22.9K ﹤0.01% 1205
2021
Q4
Sell
-224
Closed -$62K 1022
2021
Q3
$62K Buy
224
+17
+8% +$4.71K 0.02% 593
2021
Q2
$80K Buy
+207
New +$80K 0.03% 684