Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+1,086
New +$208K 0.03% 367
2025
Q1
Sell
-1,378
Closed -$238K 429
2024
Q4
$238K Buy
+1,378
New +$238K 0.01% 357
2023
Q2
Sell
-156
Closed -$16.2K 1198
2023
Q1
$16.2K Sell
156
-34
-18% -$3.53K ﹤0.01% 904
2022
Q4
$20.7K Sell
190
-10
-5% -$1.09K ﹤0.01% 842
2022
Q3
$17K Sell
200
-49
-20% -$4.17K ﹤0.01% 865
2022
Q2
$20K Hold
249
﹤0.01% 757
2022
Q1
$24K Sell
249
-50
-17% -$4.82K ﹤0.01% 700
2021
Q4
$33K Sell
299
-91
-23% -$10K ﹤0.01% 609
2021
Q3
$34K Sell
390
-385
-50% -$33.6K ﹤0.01% 557
2021
Q2
$75K Buy
775
+390
+101% +$37.7K 0.01% 412
2021
Q1
$33K Buy
385
+27
+8% +$2.31K ﹤0.01% 557
2020
Q4
$27K Buy
358
+18
+5% +$1.36K ﹤0.01% 575
2020
Q3
$19K Buy
340
+2
+0.6% +$112 ﹤0.01% 529
2020
Q2
$17K Buy
338
+277
+454% +$13.9K ﹤0.01% 514
2020
Q1
$2K Buy
+61
New +$2K ﹤0.01% 782