Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+1,691
New +$220K 0.01% 533
2022
Q4
Sell
-410
Closed -$44K 871
2022
Q3
$44K Sell
410
-273
-40% -$29.3K ﹤0.01% 533
2022
Q2
$72K Buy
683
+280
+69% +$29.5K ﹤0.01% 456
2022
Q1
$60K Buy
403
+16
+4% +$2.38K ﹤0.01% 496
2021
Q4
$44K Hold
387
﹤0.01% 549
2021
Q3
$38K Hold
387
﹤0.01% 544
2021
Q2
$37K Sell
387
-47
-11% -$4.49K ﹤0.01% 561
2021
Q1
$35K Buy
434
+417
+2,453% +$33.6K ﹤0.01% 498
2020
Q4
$1K Hold
17
﹤0.01% 984
2020
Q3
$1K Buy
17
+8
+89% +$471 ﹤0.01% 956
2020
Q2
$0 Buy
9
+1
+13% ﹤0.01% 1148
2020
Q1
$291 Sell
8
-1,078
-99% -$39.2K ﹤0.01% 1064
2019
Q4
$61.6K Buy
1,086
+171
+19% +$9.69K 0.01% 376
2019
Q3
$47K Buy
+915
New +$47K 0.01% 479