Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+260
New +$233K 0.01% 681
2023
Q2
Sell
-1,807
Closed -$721K 637
2023
Q1
$721K Buy
1,807
+623
+53% +$249K 0.07% 274
2022
Q4
$446K Buy
+1,184
New +$446K 0.05% 363
2020
Q4
Sell
-203
Closed -$39K 1158
2020
Q3
$39K Buy
203
+162
+395% +$31.1K 0.01% 926
2020
Q2
$8K Buy
41
+31
+310% +$6.05K ﹤0.01% 1413
2020
Q1
$1K Hold
10
﹤0.01% 1763
2019
Q4
$2K Buy
+10
New +$2K ﹤0.01% 1715
2019
Q1
Hold
0
1900
2018
Q4
Sell
-149
Closed -$15K 1961
2018
Q3
$15K Hold
149
﹤0.01% 1241
2018
Q2
$15K Buy
+149
New +$15K ﹤0.01% 1216