Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+4,034
New +$219K 0.03% 357
2023
Q2
Sell
-600
Closed -$37.9K 608
2023
Q1
$37.9K Buy
600
+351
+141% +$22.2K ﹤0.01% 677
2022
Q4
$20.4K Buy
249
+127
+104% +$10.4K ﹤0.01% 845
2022
Q3
$9K Hold
122
﹤0.01% 1023
2022
Q2
$10K Sell
122
-32
-21% -$2.62K ﹤0.01% 880
2022
Q1
$13K Buy
154
+32
+26% +$2.7K ﹤0.01% 824
2021
Q4
$10K Sell
122
-93
-43% -$7.62K ﹤0.01% 851
2021
Q3
$13K Buy
215
+110
+105% +$6.65K ﹤0.01% 771
2021
Q2
$8K Buy
105
+15
+17% +$1.14K ﹤0.01% 800
2021
Q1
$6K Buy
+90
New +$6K ﹤0.01% 865
2020
Q4
Sell
-110
Closed -$6K 1209
2020
Q3
$6K Sell
110
-70
-39% -$3.82K ﹤0.01% 727
2020
Q2
$11K Buy
180
+170
+1,700% +$10.4K ﹤0.01% 594
2020
Q1
$1K Buy
+10
New +$1K ﹤0.01% 856
2019
Q4
Sell
-14
Closed -$1K 966
2019
Q3
$1K Hold
14
﹤0.01% 377
2019
Q2
$1K Sell
14
-14
-50% -$1K ﹤0.01% 362
2019
Q1
$1K Buy
28
+14
+100% +$500 ﹤0.01% 311
2018
Q4
$1K Buy
+14
New +$1K ﹤0.01% 478