Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3
Closed -$123 1180
2025
Q1
$123 Hold
3
﹤0.01% 1752
2024
Q4
$104 Hold
3
﹤0.01% 1720
2024
Q3
$120 Sell
3
-266
-99% -$10.6K ﹤0.01% 1675
2024
Q2
$7.38K Buy
269
+249
+1,245% +$6.83K ﹤0.01% 1527
2024
Q1
$563 Buy
+20
New +$563 ﹤0.01% 1673
2022
Q4
Sell
-4,956
Closed -$249K 493
2022
Q3
$249K Buy
4,956
+3
+0.1% +$151 0.01% 409
2022
Q2
$318K Buy
4,953
+10
+0.2% +$642 0.01% 299
2022
Q1
$286K Sell
4,943
-781
-14% -$45.2K 0.01% 349
2021
Q4
$401K Sell
5,724
-78
-1% -$5.46K 0.01% 257
2021
Q3
$419K Buy
5,802
+1,263
+28% +$91.2K 0.01% 186
2021
Q2
$362K Buy
4,539
+721
+19% +$57.5K 0.01% 196
2021
Q1
$322K Buy
3,818
+450
+13% +$38K 0.01% 203
2020
Q4
$296K Buy
+3,368
New +$296K 0.01% 189