Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
+662
New +$236K 0.04% 121
2025
Q1
Sell
-675
Closed -$224K 130
2024
Q4
$224K Buy
675
+1
+0.1% +$332 0.04% 123
2024
Q3
$223K Buy
674
+2
+0.3% +$662 0.04% 120
2024
Q2
$211K Buy
672
+3
+0.4% +$941 0.04% 121
2024
Q1
$209K Buy
+669
New +$209K 0.04% 122
2023
Q1
Sell
-268
Closed -$21K 204
2022
Q4
$21K Buy
268
+134
+100% +$10.5K 0.01% 255
2022
Q3
$18K Buy
134
+34
+34% +$4.57K 0.01% 240
2022
Q2
$13K Hold
100
﹤0.01% 271
2022
Q1
$15K Hold
100
﹤0.01% 260
2021
Q4
$17K Sell
100
-84
-46% -$14.3K ﹤0.01% 253
2021
Q3
$27K Buy
184
+84
+84% +$12.3K 0.01% 221
2021
Q2
$15K Hold
100
﹤0.01% 253
2021
Q1
$14K Hold
100
﹤0.01% 269
2020
Q4
$12K Hold
100
﹤0.01% 262
2020
Q3
$10K Hold
100
﹤0.01% 257
2020
Q2
$9K Sell
100
-60
-38% -$5.4K ﹤0.01% 327
2020
Q1
$12K Sell
160
-450
-74% -$33.8K 0.01% 230
2019
Q4
$58 Buy
+610
New +$58 0.03% 183