Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Buy
738
+673
+1,035% +$28.3K ﹤0.01% 1110
2025
Q1
$3K Buy
+65
New +$3K ﹤0.01% 1284
2024
Q2
Sell
-154
Closed -$10K 1120
2024
Q1
$10K Sell
154
-3
-2% -$195 ﹤0.01% 828
2023
Q4
$10K Sell
157
-14
-8% -$892 ﹤0.01% 804
2023
Q3
$11K Sell
171
-4,598
-96% -$296K ﹤0.01% 793
2023
Q2
$498K Buy
4,769
+193
+4% +$20.2K 0.01% 478
2023
Q1
$559K Buy
4,576
+288
+7% +$35.2K 0.02% 467
2022
Q4
$535K Buy
+4,288
New +$535K 0.02% 462
2021
Q3
Sell
-3,650
Closed -$395K 826
2021
Q2
$395K Buy
3,650
+826
+29% +$89.4K 0.01% 408
2021
Q1
$312K Buy
2,824
+1
+0% +$110 0.01% 407
2020
Q4
$324K Sell
2,823
-20
-0.7% -$2.3K 0.01% 367
2020
Q3
$301K Buy
2,843
+11
+0.4% +$1.17K 0.02% 345
2020
Q2
$282K Buy
2,832
+643
+29% +$64K 0.02% 335
2020
Q1
$179K Buy
+2,189
New +$179K 0.01% 358