Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41K Sell
14
-5,393
-100% -$930K ﹤0.01% 397
2025
Q1
$1.19M Sell
5,407
-4
-0.1% -$883 0.32% 89
2024
Q4
$1.11M Buy
5,411
+5,399
+44,992% +$1.11M 0.28% 103
2024
Q3
$2.16K Buy
12
+5
+71% +$898 ﹤0.01% 370
2024
Q2
$1.04K Hold
7
﹤0.01% 434
2024
Q1
$1.12K Buy
+7
New +$1.12K ﹤0.01% 391
2021
Q4
Sell
-459
Closed -$50K 509
2021
Q3
$50K Sell
459
-41
-8% -$4.47K 0.02% 256
2021
Q2
$53K Hold
500
0.02% 250
2021
Q1
$60K Hold
500
0.02% 221
2020
Q4
$57K Buy
+500
New +$57K 0.02% 204
2019
Q2
Sell
-42
Closed -$4K 380
2019
Q1
$4K Hold
42
﹤0.01% 288
2018
Q4
$3K Hold
42
﹤0.01% 303
2018
Q3
$3K Hold
42
﹤0.01% 298
2018
Q2
$3K Buy
+42
New +$3K ﹤0.01% 315