Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.6K Buy
+1,375
New +$12.6K ﹤0.01% 996
2025
Q1
Sell
-229
Closed -$2.16K 1287
2024
Q4
$2.16K Buy
+229
New +$2.16K ﹤0.01% 1141
2023
Q4
Sell
-407
Closed -$3.73K 1020
2023
Q3
$3.73K Buy
+407
New +$3.73K ﹤0.01% 1015
2022
Q4
Sell
-72
Closed -$1K 1111
2022
Q3
$1K Buy
+72
New +$1K ﹤0.01% 1070
2021
Q2
Sell
-2,000
Closed -$23K 1199
2021
Q1
$23K Hold
2,000
﹤0.01% 836
2020
Q4
$24K Sell
2,000
-16,088
-89% -$193K ﹤0.01% 823
2020
Q3
$200K Buy
18,088
+88
+0.5% +$973 0.01% 470
2020
Q2
$184K Hold
18,000
﹤0.01% 455
2020
Q1
$146K Sell
18,000
-4,930
-22% -$40K 0.01% 406
2019
Q4
$249K Sell
22,930
-6,780
-23% -$73.6K 0.01% 398
2019
Q3
$290K Sell
29,710
-16,260
-35% -$159K 0.01% 369
2019
Q2
$528K Buy
+45,970
New +$528K 0.02% 298