Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.1K Buy
+73,225
New +$33.1K ﹤0.01% 3528
2023
Q3
Sell
-48,500
Closed -$35.4K 2920
2023
Q2
$35.4K Sell
48,500
-250
-0.5% -$183 ﹤0.01% 2446
2023
Q1
$36.9K Sell
48,750
-750
-2% -$568 ﹤0.01% 2351
2022
Q4
$47.6K Buy
49,500
+20,999
+74% +$20.2K ﹤0.01% 2224
2022
Q3
$62K Buy
28,501
+1
+0% +$2 ﹤0.01% 2078
2022
Q2
$100K Buy
28,500
+1,000
+4% +$3.51K ﹤0.01% 1962
2022
Q1
$139K Buy
27,500
+5,700
+26% +$28.8K ﹤0.01% 1945
2021
Q4
$137K Buy
21,800
+10,391
+91% +$65.3K ﹤0.01% 1926
2021
Q3
$91K Buy
+11,409
New +$91K ﹤0.01% 1944
2021
Q1
Sell
-11,100
Closed -$63K 2407
2020
Q4
$63K Sell
11,100
-2,440
-18% -$13.8K ﹤0.01% 2010
2020
Q3
$90K Buy
+13,540
New +$90K ﹤0.01% 1798
2017
Q3
Sell
-8
Closed 3581
2017
Q2
$0 Hold
8
﹤0.01% 4672
2017
Q1
$0 Hold
8
﹤0.01% 4697
2016
Q4
$0 Sell
8
-1
-11% ﹤0.01% 4609
2016
Q3
$0 Sell
9
-180
-95% ﹤0.01% 4518
2016
Q2
$3K Hold
189
﹤0.01% 3823
2016
Q1
$3K Hold
189
﹤0.01% 3773
2015
Q4
$4K Buy
+189
New +$4K ﹤0.01% 3734
2015
Q2
Sell
-2
Closed 2861
2015
Q1
$0 Buy
+2
New ﹤0.01% 4254