Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
3,559
+1,839
+107% +$243K 0.01% 347
2025
Q1
$205K Buy
+1,720
New +$205K 0.01% 418
2024
Q2
Sell
-1,655
Closed -$273K 106
2024
Q1
$273K Buy
+1,655
New +$273K 0.01% 337
2022
Q4
Sell
-1,191
Closed -$125K 363
2022
Q3
$125K Hold
1,191
0.01% 383
2022
Q2
$106K Sell
1,191
-160
-12% -$14.2K ﹤0.01% 403
2022
Q1
$232K Buy
1,351
+170
+14% +$29.2K 0.01% 327
2021
Q4
$197K Hold
1,181
0.01% 364
2021
Q3
$198K Buy
1,181
+423
+56% +$70.9K 0.01% 339
2021
Q2
$116K Buy
758
+583
+333% +$89.2K ﹤0.01% 413
2021
Q1
$33K Sell
175
-305
-64% -$57.5K ﹤0.01% 505
2020
Q4
$70K Buy
+480
New +$70K ﹤0.01% 331