Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
829
+42
+5% +$9.73K 0.01% 644
2025
Q1
$172K Buy
+787
New +$172K 0.01% 641
2023
Q4
Sell
-783
Closed -$203K 563
2023
Q3
$203K Sell
783
-204
-21% -$52.9K 0.01% 474
2023
Q2
$317K Buy
987
+84
+9% +$27K 0.02% 415
2023
Q1
$270K Buy
+903
New +$270K 0.01% 427
2022
Q3
Sell
-65
Closed -$18K 943
2022
Q2
$18K Buy
+65
New +$18K ﹤0.01% 866
2021
Q4
Sell
-180
Closed -$89K 749
2021
Q3
$89K Buy
180
+11
+7% +$5.44K 0.01% 471
2021
Q2
$61K Buy
169
+65
+63% +$23.5K 0.01% 527
2021
Q1
$38K Sell
104
-1
-1% -$365 ﹤0.01% 552
2020
Q4
$47K Buy
105
+32
+44% +$14.3K ﹤0.01% 456
2020
Q3
$23K Sell
73
-2
-3% -$630 ﹤0.01% 516
2020
Q2
$23K Buy
75
+3
+4% +$920 ﹤0.01% 417
2020
Q1
$15K Buy
72
+34
+89% +$7.08K ﹤0.01% 413
2019
Q4
$10K Hold
38
﹤0.01% 431
2019
Q3
$8K Buy
38
+27
+245% +$5.68K ﹤0.01% 502
2019
Q2
$2K Buy
+11
New +$2K ﹤0.01% 778