Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.7K Hold
355
﹤0.01% 218
2025
Q1
$13.1K Hold
355
0.01% 196
2024
Q4
$13.3K Buy
+355
New +$13.3K 0.01% 253
2023
Q3
Sell
-6,005
Closed -$250K 139
2023
Q2
$250K Sell
6,005
-905
-13% -$37.6K 0.07% 136
2023
Q1
$271K Buy
6,910
+409
+6% +$16.1K 0.06% 142
2022
Q4
$206K Hold
6,501
0.06% 146
2022
Q3
$244K Sell
6,501
-506
-7% -$19K 0.09% 99
2022
Q2
$279K Sell
7,007
-1,300
-16% -$51.8K 0.04% 94
2022
Q1
$389K Sell
8,307
-1,371
-14% -$64.2K 0.04% 96
2021
Q4
$487K Buy
9,678
+6
+0.1% +$302 0.06% 87
2021
Q3
$541K Buy
9,672
+5
+0.1% +$280 0.05% 81
2021
Q2
$551K Sell
9,667
-6,395
-40% -$365K 0.05% 78
2021
Q1
$869K Buy
16,062
+7,244
+82% +$392K 0.07% 60
2020
Q4
$462K Sell
8,818
-5,900
-40% -$309K 0.06% 64
2020
Q3
$681K Buy
14,718
+6,300
+75% +$292K 0.11% 43
2020
Q2
$328K Sell
8,418
-2,333
-22% -$90.9K 0.1% 60
2020
Q1
$370K Sell
10,751
-3,331
-24% -$115K 0.36% 46
2019
Q4
$633K Buy
14,082
+301
+2% +$13.5K 0.49% 42
2019
Q3
$621K Buy
13,781
+12
+0.1% +$541 0.47% 44
2019
Q2
$582K Buy
13,769
+5,551
+68% +$235K 0.45% 47
2019
Q1
$329K Hold
8,218
0.28% 48
2018
Q4
$280K Buy
+8,218
New +$280K 0.28% 39