Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,125
Closed -$35K 7158
2025
Q1
$35K Buy
20,125
+9,504
+89% +$16.5K ﹤0.01% 5465
2024
Q4
$17.1K Buy
+10,621
New +$17.1K ﹤0.01% 5662
2023
Q3
Sell
-2,984
Closed -$18.9K 6617
2023
Q2
$18.9K Sell
2,984
-409
-12% -$2.59K ﹤0.01% 5266
2023
Q1
$53.6K Buy
+3,393
New +$53.6K ﹤0.01% 5142
2022
Q3
Sell
-999
Closed -$42K 6813
2022
Q2
$42K Buy
+999
New +$42K ﹤0.01% 5555
2022
Q1
Sell
-4,915
Closed -$123K 7231
2021
Q4
$123K Buy
4,915
+2,685
+120% +$67.2K ﹤0.01% 5782
2021
Q3
$64K Buy
2,230
+1,118
+101% +$32.1K ﹤0.01% 6047
2021
Q2
$77K Sell
1,112
-600
-35% -$41.5K ﹤0.01% 6072
2021
Q1
$147K Buy
+1,712
New +$147K ﹤0.01% 5618
2020
Q1
Sell
-1,143
Closed -$209K 5396
2019
Q4
$209K Buy
+1,143
New +$209K ﹤0.01% 4103