Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
20,562
+17,827
+652% +$281K ﹤0.01% 734
2025
Q1
$32.5K Buy
2,735
+2,715
+13,575% +$32.2K ﹤0.01% 1279
2024
Q4
$255 Buy
+20
New +$255 ﹤0.01% 2020
2023
Q1
Sell
-1,161
Closed -$12.8K 1401
2022
Q4
$12.8K Sell
1,161
-749
-39% -$8.25K ﹤0.01% 872
2022
Q3
$25K Buy
1,910
+65
+4% +$851 ﹤0.01% 737
2022
Q2
$25K Buy
1,845
+684
+59% +$9.27K ﹤0.01% 747
2022
Q1
$45K Hold
1,161
﹤0.01% 700
2021
Q4
$50K Sell
1,161
-31
-3% -$1.34K ﹤0.01% 650
2021
Q3
$64K Hold
1,192
﹤0.01% 568
2021
Q2
$72K Sell
1,192
-114
-9% -$6.89K 0.01% 504
2021
Q1
$83K Buy
1,306
+145
+12% +$9.22K 0.01% 469
2020
Q4
$57K Hold
1,161
0.01% 497
2020
Q3
$32K Buy
1,161
+736
+173% +$20.3K ﹤0.01% 528
2020
Q2
$14K Sell
425
-100
-19% -$3.29K ﹤0.01% 565
2020
Q1
$14K Buy
+525
New +$14K ﹤0.01% 542