Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,000
Closed -$439K 398
2025
Q1
$439K Buy
+13,000
New +$439K 0.03% 215
2023
Q2
Sell
-1,139
Closed -$43.2K 544
2023
Q1
$43.2K Buy
1,139
+748
+191% +$28.4K ﹤0.01% 637
2022
Q4
$13.6K Sell
391
-9
-2% -$314 ﹤0.01% 958
2022
Q3
$11K Sell
400
-135
-25% -$3.71K ﹤0.01% 962
2022
Q2
$15K Buy
535
+91
+20% +$2.55K ﹤0.01% 798
2022
Q1
$13K Buy
444
+5
+1% +$146 ﹤0.01% 822
2021
Q4
$12K Buy
439
+6
+1% +$164 ﹤0.01% 810
2021
Q3
$12K Sell
433
-1
-0.2% -$28 ﹤0.01% 786
2021
Q2
$11K Buy
434
+11
+3% +$279 ﹤0.01% 738
2021
Q1
$10K Sell
423
-8
-2% -$189 ﹤0.01% 779
2020
Q4
$9K Buy
431
+7
+2% +$146 ﹤0.01% 749
2020
Q3
$7K Sell
424
-24
-5% -$396 ﹤0.01% 702
2020
Q2
$10K Buy
448
+41
+10% +$915 ﹤0.01% 609
2020
Q1
$10K Buy
407
+11
+3% +$270 ﹤0.01% 546
2019
Q4
$15K Hold
396
﹤0.01% 463
2019
Q3
$15K Sell
396
-7
-2% -$265 0.01% 195
2019
Q2
$17K Hold
403
0.01% 208
2019
Q1
$17K Sell
403
-6
-1% -$253 0.01% 151
2018
Q4
$15K Buy
+409
New +$15K 0.01% 349