Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Buy
+72
New +$4K ﹤0.01% 563
2024
Q2
Sell
-1
Closed 667
2024
Q1
$0 Sell
1
-610
-100% ﹤0.01% 696
2023
Q4
$49K Buy
+611
New +$49K 0.01% 419
2023
Q1
Sell
-1,431
Closed -$171K 768
2022
Q4
$171K Buy
+1,431
New +$171K 0.04% 236
2022
Q2
Sell
-215
Closed -$26K 727
2022
Q1
$26K Sell
215
-1,083
-83% -$131K 0.01% 547
2021
Q4
$288K Buy
1,298
+431
+50% +$95.6K 0.05% 183
2021
Q3
$180K Sell
867
-86
-9% -$17.9K 0.04% 175
2021
Q2
$190K Sell
953
-653
-41% -$130K 0.02% 156
2021
Q1
$323K Sell
1,606
-187
-10% -$37.6K 0.03% 89
2020
Q4
$318K Hold
1,793
0.03% 102
2020
Q3
$245K Buy
1,793
+1,637
+1,049% +$224K 0.02% 133
2020
Q2
$17K Buy
+156
New +$17K ﹤0.01% 430
2019
Q3
Sell
-2,057
Closed -$126K 398
2019
Q2
$126K Sell
2,057
-592
-22% -$36.3K 0.01% 168
2019
Q1
$178K Sell
2,649
-186
-7% -$12.5K 0.03% 126
2018
Q4
$135K Sell
2,835
-3,240
-53% -$154K 0.03% 153
2018
Q3
$312K Buy
+6,075
New +$312K 0.05% 96