Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
+299
New +$238K 0.01% 507
2022
Q4
Sell
-153
Closed -$87K 620
2022
Q3
$87K Sell
153
-56
-27% -$31.8K ﹤0.01% 435
2022
Q2
$137K Sell
209
-146
-41% -$95.7K 0.01% 372
2022
Q1
$263K Sell
355
-26
-7% -$19.3K 0.01% 306
2021
Q4
$322K Buy
381
+10
+3% +$8.45K 0.01% 298
2021
Q3
$293K Buy
371
+23
+7% +$18.2K 0.01% 288
2021
Q2
$279K Buy
348
+41
+13% +$32.9K 0.01% 302
2021
Q1
$209K Buy
307
+280
+1,037% +$191K 0.01% 302
2020
Q4
$19K Buy
27
+3
+13% +$2.11K ﹤0.01% 503
2020
Q3
$18K Hold
24
﹤0.01% 491
2020
Q2
$17K Buy
24
+1
+4% +$708 ﹤0.01% 496
2020
Q1
$14.4K Sell
23
-136
-86% -$85K ﹤0.01% 475
2019
Q4
$92.8K Buy
159
+48
+43% +$28K 0.01% 331
2019
Q3
$64K Buy
+111
New +$64K 0.01% 427