Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
3,073
-149
-5% -$6.06K ﹤0.01% 730
2025
Q1
$146K Buy
+3,222
New +$146K 0.01% 679
2022
Q3
Sell
-481
Closed -$22K 1089
2022
Q2
$22K Buy
+481
New +$22K ﹤0.01% 827
2021
Q4
Sell
-563
Closed -$30K 858
2021
Q3
$30K Sell
563
-3
-0.5% -$160 ﹤0.01% 671
2021
Q2
$28K Buy
566
+106
+23% +$5.24K ﹤0.01% 678
2021
Q1
$20K Buy
460
+146
+46% +$6.35K ﹤0.01% 670
2020
Q4
$12K Buy
314
+166
+112% +$6.34K ﹤0.01% 707
2020
Q3
$5K Buy
148
+75
+103% +$2.53K ﹤0.01% 755
2020
Q2
$3K Buy
73
+58
+387% +$2.38K ﹤0.01% 730
2020
Q1
$1K Sell
15
-67
-82% -$4.47K ﹤0.01% 759
2019
Q4
$4K Hold
82
﹤0.01% 600
2019
Q3
$4K Buy
82
+6
+8% +$293 ﹤0.01% 639
2019
Q2
$3K Buy
76
+11
+17% +$434 ﹤0.01% 720
2019
Q1
$3K Buy
+65
New +$3K ﹤0.01% 652