Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Sell
257
-82
-24% -$2.87K ﹤0.01% 1539
2025
Q1
$10K Buy
339
+205
+153% +$6.05K ﹤0.01% 952
2024
Q4
$4K Hold
134
﹤0.01% 909
2024
Q3
$4K Hold
134
﹤0.01% 887
2024
Q2
$4K Hold
134
﹤0.01% 879
2024
Q1
$4K Sell
134
-63
-32% -$1.88K ﹤0.01% 960
2023
Q4
$5K Hold
197
﹤0.01% 905
2023
Q3
$5K Sell
197
-67
-25% -$1.7K ﹤0.01% 898
2023
Q2
$8K Hold
264
﹤0.01% 804
2023
Q1
$7K Buy
264
+67
+34% +$1.78K ﹤0.01% 832
2022
Q4
$6K Sell
197
-100
-34% -$3.05K ﹤0.01% 828
2022
Q3
$7K Sell
297
-106
-26% -$2.5K ﹤0.01% 790
2022
Q2
$10K Sell
403
-71
-15% -$1.76K ﹤0.01% 744
2022
Q1
$14K Hold
474
﹤0.01% 735
2021
Q4
$12K Sell
474
-295
-38% -$7.47K ﹤0.01% 673
2021
Q3
$18K Hold
769
﹤0.01% 630
2021
Q2
$20K Sell
769
-24,934
-97% -$648K ﹤0.01% 615
2021
Q1
$590K Buy
+25,703
New +$590K 0.02% 346
2020
Q3
Sell
-129
Closed -$3K 574
2020
Q2
$3K Sell
129
-13,081
-99% -$304K ﹤0.01% 513
2020
Q1
$185K Buy
+13,210
New +$185K 0.01% 354