Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9K Buy
78
+27
+53% +$4.82K ﹤0.01% 568
2025
Q1
$8.17K Buy
51
+39
+325% +$6.25K ﹤0.01% 585
2024
Q4
$2.09K Buy
+12
New +$2.09K ﹤0.01% 542
2023
Q4
Sell
-1
Closed -$202 516
2023
Q3
$202 Hold
1
﹤0.01% 553
2023
Q2
$184 Sell
1
-5
-83% -$920 ﹤0.01% 763
2023
Q1
$1.17K Hold
6
﹤0.01% 634
2022
Q4
$1.07K Hold
6
﹤0.01% 561
2022
Q3
$1K Hold
6
﹤0.01% 376
2022
Q2
$1K Sell
6
-21,595
-100% -$3.6M ﹤0.01% 339
2022
Q1
$3.86M Buy
21,601
+121
+0.6% +$21.6K 0.41% 76
2021
Q4
$4.4M Buy
21,480
+970
+5% +$199K 0.47% 53
2021
Q3
$3.73M Buy
20,510
+760
+4% +$138K 0.44% 56
2021
Q2
$3.45M Buy
19,750
+825
+4% +$144K 0.41% 59
2021
Q1
$3.14M Buy
18,925
+18,890
+53,971% +$3.13M 0.41% 65
2020
Q4
$5K Buy
+35
New +$5K ﹤0.01% 286
2020
Q2
Sell
-35
Closed -$3K 383
2020
Q1
$3K Buy
+35
New +$3K ﹤0.01% 301