Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Buy
+37,556
New +$71K ﹤0.01% 1952
2025
Q1
Sell
-19,465
Closed -$72K 3148
2024
Q4
$72K Buy
+19,465
New +$72K ﹤0.01% 1865
2024
Q3
Sell
-11,820
Closed -$36K 2933
2024
Q2
$36K Buy
+11,820
New +$36K ﹤0.01% 1700
2022
Q2
Sell
-10,522
Closed -$41K 3535
2022
Q1
$41K Buy
+10,522
New +$41K ﹤0.01% 2490
2021
Q4
Sell
-85,745
Closed -$356K 3763
2021
Q3
$356K Sell
85,745
-6,434
-7% -$26.7K ﹤0.01% 2066
2021
Q2
$520K Buy
92,179
+65,412
+244% +$369K ﹤0.01% 1654
2021
Q1
$128K Sell
26,767
-220,632
-89% -$1.06M ﹤0.01% 2190
2020
Q4
$1.04M Buy
+247,399
New +$1.04M 0.02% 591
2020
Q3
Sell
-99,892
Closed -$257K 2249
2020
Q2
$257K Buy
+99,892
New +$257K 0.01% 931
2020
Q1
Sell
-10,430
Closed -$49K 1239
2019
Q4
$49K Buy
+10,430
New +$49K ﹤0.01% 1018