Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493 Buy
+5
New +$493 ﹤0.01% 371
2025
Q1
Sell
-2,849
Closed -$385K 116
2024
Q4
$385K Buy
+2,849
New +$385K 0.1% 77
2023
Q3
Sell
-1,702
Closed -$224K 133
2023
Q2
$224K Sell
1,702
-675
-28% -$89K 0.04% 107
2023
Q1
$353K Buy
2,377
+8
+0.3% +$1.19K 0.08% 84
2022
Q4
$353K Sell
2,369
-3
-0.1% -$447 0.06% 87
2022
Q3
$352K Buy
2,372
+378
+19% +$56.1K 0.12% 85
2022
Q2
$282K Buy
1,994
+426
+27% +$60.2K 0.09% 104
2022
Q1
$333K Sell
1,568
-10
-0.6% -$2.12K 0.1% 104
2021
Q4
$365K Hold
1,578
0.11% 97
2021
Q3
$361K Hold
1,578
0.11% 87
2021
Q2
$381K Hold
1,578
0.11% 84
2021
Q1
$313K Buy
1,578
+35
+2% +$6.94K 0.11% 87
2020
Q4
$272K Buy
1,543
+127
+9% +$22.4K 0.09% 93
2020
Q3
$223K Buy
+1,416
New +$223K 0.09% 82