Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
586
+82
+16% +$28.8K 0.01% 618
2025
Q1
$160K Buy
+504
New +$160K 0.01% 657
2022
Q3
Sell
-23
Closed -$6K 488
2022
Q2
$6K Buy
+23
New +$6K ﹤0.01% 1008
2021
Q4
Sell
-205
Closed -$70K 363
2021
Q3
$70K Buy
205
+24
+13% +$8.2K 0.01% 516
2021
Q2
$63K Buy
181
+95
+110% +$33.1K 0.01% 519
2021
Q1
$29K Sell
86
-16
-16% -$5.4K ﹤0.01% 602
2020
Q4
$37K Buy
102
+33
+48% +$12K ﹤0.01% 498
2020
Q3
$23K Buy
69
+12
+21% +$4K ﹤0.01% 510
2020
Q2
$17K Buy
57
+27
+90% +$8.05K ﹤0.01% 470
2020
Q1
$7K Buy
30
+10
+50% +$2.33K ﹤0.01% 489
2019
Q4
$5K Hold
20
﹤0.01% 535
2019
Q3
$4K Buy
20
+1
+5% +$200 ﹤0.01% 602
2019
Q2
$4K Buy
19
+3
+19% +$632 ﹤0.01% 636
2019
Q1
$3K Buy
+16
New +$3K ﹤0.01% 612