Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.8K Sell
650
-52
-7% -$4.15K ﹤0.01% 543
2025
Q1
$56.5K Hold
702
﹤0.01% 530
2024
Q4
$67.1K Hold
702
﹤0.01% 532
2024
Q3
$70.9K Buy
+702
New +$70.9K ﹤0.01% 507
2022
Q1
Sell
-22,871
Closed -$2.68M 197
2021
Q4
$2.68M Sell
22,871
-90,682
-80% -$10.6M 0.12% 104
2021
Q3
$11.9M Buy
113,553
+811
+0.7% +$84.8K 0.57% 67
2021
Q2
$13.1M Buy
112,742
+1,688
+2% +$197K 0.64% 65
2021
Q1
$11.3M Buy
111,054
+15,400
+16% +$1.57M 0.61% 67
2020
Q4
$10M Buy
95,654
+1,277
+1% +$134K 0.56% 66
2020
Q3
$10.4M Buy
+94,377
New +$10.4M 0.64% 63