Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.2K Hold
830
﹤0.01% 1694
2025
Q1
$20.2K Buy
+830
New +$20.2K ﹤0.01% 1723
2023
Q3
Sell
-239
Closed -$5.07K 2145
2023
Q2
$5.07K Sell
239
-17
-7% -$361 ﹤0.01% 1901
2023
Q1
$6.25K Buy
256
+126
+97% +$3.07K ﹤0.01% 1911
2022
Q4
$3.23K Buy
+130
New +$3.23K ﹤0.01% 1966
2022
Q2
Sell
-25,206
Closed -$402K 2213
2022
Q1
$402K Sell
25,206
-82,794
-77% -$1.32M ﹤0.01% 1501
2021
Q4
$1.39M Sell
108,000
-15,340
-12% -$198K ﹤0.01% 1155
2021
Q3
$2.1M Buy
123,340
+2,439
+2% +$41.5K ﹤0.01% 1030
2021
Q2
$2.36M Buy
120,901
+6,697
+6% +$131K ﹤0.01% 1038
2021
Q1
$2.51M Buy
114,204
+3,688
+3% +$81.1K ﹤0.01% 1034
2020
Q4
$2.07M Sell
110,516
-9,484
-8% -$177K ﹤0.01% 1050
2020
Q3
$1.85M Buy
+120,000
New +$1.85M ﹤0.01% 1024