Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64K Buy
5
+2
+67% +$655 ﹤0.01% 453
2025
Q1
$940 Hold
3
﹤0.01% 500
2024
Q4
$1.05K Hold
3
﹤0.01% 465
2024
Q3
$971 Hold
3
﹤0.01% 472
2024
Q2
$831 Buy
3
+1
+50% +$277 ﹤0.01% 472
2024
Q1
$589 Buy
+2
New +$589 ﹤0.01% 486
2022
Q3
Sell
-21
Closed -$4K 442
2022
Q2
$4K Sell
21
-68
-76% -$13K ﹤0.01% 387
2022
Q1
$18K Hold
89
0.01% 329
2021
Q4
$19K Hold
89
0.01% 330
2021
Q3
$20K Sell
89
-6,521
-99% -$1.47M 0.01% 307
2021
Q2
$1.61M Buy
6,610
+284
+4% +$69.2K 0.58% 44
2021
Q1
$1.64M Buy
6,326
+1,043
+20% +$270K 0.65% 44
2020
Q4
$1.2M Buy
+5,283
New +$1.2M 0.5% 64
2018
Q2
Sell
-2,465
Closed -$391K 355
2018
Q1
$391K Buy
2,465
+558
+29% +$88.5K 0.29% 109
2017
Q4
$337K Buy
+1,907
New +$337K 0.26% 116