Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-949
Closed -$204K 443
2024
Q4
$204K Buy
+949
New +$204K 0.01% 391
2023
Q2
Sell
-868
Closed -$86.6K 1650
2023
Q1
$86.6K Sell
868
-95
-10% -$9.48K 0.01% 482
2022
Q4
$74K Buy
963
+339
+54% +$26K 0.01% 511
2022
Q3
$49K Buy
624
+304
+95% +$23.9K ﹤0.01% 593
2022
Q2
$21K Buy
+320
New +$21K ﹤0.01% 749
2021
Q3
Sell
-9
Closed -$3K 1603
2021
Q2
$3K Sell
9
-11
-55% -$3.67K ﹤0.01% 995
2021
Q1
$6K Sell
20
-12
-38% -$3.6K ﹤0.01% 883
2020
Q4
$8K Sell
32
-389
-92% -$97.3K ﹤0.01% 777
2020
Q3
$107K Buy
421
+188
+81% +$47.8K 0.02% 242
2020
Q2
$60K Buy
233
+174
+295% +$44.8K 0.01% 337
2020
Q1
$6K Buy
59
+55
+1,375% +$5.59K ﹤0.01% 632
2019
Q4
$0 Hold
4
﹤0.01% 1068
2019
Q3
$0 Buy
+4
New ﹤0.01% 616