Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2
Closed 731
2025
Q1
$0 Sell
2
-200
-99% ﹤0.01% 813
2024
Q4
$80K Buy
+202
New +$80K ﹤0.01% 567
2023
Q2
Sell
-38
Closed -$9K 756
2023
Q1
$9K Buy
38
+31
+443% +$7.34K ﹤0.01% 651
2022
Q4
$2K Hold
7
﹤0.01% 724
2022
Q3
$2K Sell
7
-151
-96% -$43.1K ﹤0.01% 765
2022
Q2
$34K Hold
158
0.01% 465
2022
Q1
$51K Sell
158
-133
-46% -$42.9K 0.01% 428
2021
Q4
$155K Buy
291
+55
+23% +$29.3K 0.03% 284
2021
Q3
$157K Sell
236
-49
-17% -$32.6K 0.04% 205
2021
Q2
$196K Hold
285
0.02% 155
2021
Q1
$169K Hold
285
0.02% 169
2020
Q4
$127K Sell
285
-240
-46% -$107K 0.01% 212
2020
Q3
$199K Sell
525
-155
-23% -$58.8K 0.02% 160
2020
Q2
$176K Buy
+680
New +$176K 0.02% 159
2018
Q3
Sell
-476
Closed -$66K 464
2018
Q2
$66K Buy
+476
New +$66K 0.01% 157