Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
3,806
+345
+10% +$42.3K 0.07% 204
2025
Q1
$315K Sell
3,461
-267
-7% -$24.3K 0.02% 283
2024
Q4
$430K Buy
3,728
+204
+6% +$23.5K 0.02% 232
2024
Q3
$418K Buy
+3,524
New +$418K 0.02% 260
2023
Q2
Sell
-977
Closed -$39.3K 675
2023
Q1
$39.3K Sell
977
-93
-9% -$3.74K ﹤0.01% 667
2022
Q4
$43K Buy
1,070
+268
+33% +$10.8K ﹤0.01% 651
2022
Q3
$27K Buy
802
+489
+156% +$16.5K ﹤0.01% 737
2022
Q2
$14K Buy
+313
New +$14K ﹤0.01% 819
2020
Q2
Sell
-249
Closed -$5K 1169
2020
Q1
$5K Hold
249
﹤0.01% 639
2019
Q4
$6K Hold
249
﹤0.01% 572
2019
Q3
$7K Hold
249
﹤0.01% 249
2019
Q2
$6K Hold
249
﹤0.01% 282
2019
Q1
$7K Buy
249
+111
+80% +$3.12K ﹤0.01% 212
2018
Q4
$6K Buy
+138
New +$6K ﹤0.01% 408