Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.5K Buy
23
+11
+92% +$1.67K ﹤0.01% 210
2025
Q1
$1.76K Buy
+12
New +$1.76K ﹤0.01% 203
2021
Q4
Sell
-12
Closed -$2K 186
2021
Q3
$2K Sell
12
-56
-82% -$9.33K ﹤0.01% 190
2021
Q2
$11K Sell
68
-105
-61% -$17K ﹤0.01% 170
2021
Q1
$28K Sell
173
-2,634
-94% -$426K 0.01% 168
2020
Q4
$410K Sell
2,807
-176
-6% -$25.7K 0.19% 48
2020
Q3
$399K Sell
2,983
-183
-6% -$24.5K 0.2% 58
2020
Q2
$413K Buy
3,166
+550
+21% +$71.7K 0.22% 58
2020
Q1
$299K Sell
2,616
-12
-0.5% -$1.37K 0.18% 62
2019
Q4
$388K Hold
2,628
0.21% 60
2019
Q3
$337K Hold
2,628
0.2% 65
2019
Q2
$381K Buy
2,628
+12
+0.5% +$1.74K 0.24% 64
2019
Q1
$454K Hold
2,616
0.31% 55
2018
Q4
$417K Buy
+2,616
New +$417K 0.33% 54