Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
2,122
+67
+3% +$8.68K 0.01% 530
2025
Q1
$245K Buy
+2,055
New +$245K 0.01% 528
2022
Q3
Sell
-189
Closed -$15K 1147
2022
Q2
$15K Buy
+189
New +$15K ﹤0.01% 893
2021
Q4
Sell
-338
Closed -$42K 920
2021
Q3
$42K Buy
338
+1
+0.3% +$124 ﹤0.01% 617
2021
Q2
$40K Buy
337
+78
+30% +$9.26K ﹤0.01% 606
2021
Q1
$27K Buy
259
+37
+17% +$3.86K ﹤0.01% 619
2020
Q4
$23K Buy
222
+12
+6% +$1.24K ﹤0.01% 591
2020
Q3
$18K Buy
210
+173
+468% +$14.8K ﹤0.01% 574
2020
Q2
$2K Buy
37
+29
+363% +$1.57K ﹤0.01% 775
2020
Q1
$1K Sell
8
-41
-84% -$5.13K ﹤0.01% 764
2019
Q4
$4K Sell
49
-49
-50% -$4K ﹤0.01% 609
2019
Q3
$8K Sell
98
-68
-41% -$5.55K ﹤0.01% 507
2019
Q2
$14K Buy
166
+126
+315% +$10.6K ﹤0.01% 439
2019
Q1
$3K Buy
+40
New +$3K ﹤0.01% 659