Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13K Buy
65
+15
+30% +$261 ﹤0.01% 509
2025
Q1
$800 Buy
+50
New +$800 ﹤0.01% 515
2024
Q3
Sell
-165
Closed -$2.35K 667
2024
Q2
$2.35K Sell
165
-58,608
-100% -$833K ﹤0.01% 352
2024
Q1
$929K Buy
+58,773
New +$929K 0.26% 129
2022
Q4
Sell
-53
Closed -$1K 460
2022
Q3
$1K Hold
53
﹤0.01% 415
2022
Q2
$1K Sell
53
-60,122
-100% -$1.13M ﹤0.01% 442
2022
Q1
$1.35M Buy
60,175
+693
+1% +$15.5K 0.43% 74
2021
Q4
$1.38M Buy
59,482
+23,668
+66% +$548K 0.43% 71
2021
Q3
$774K Sell
35,814
-1,215
-3% -$26.3K 0.28% 143
2021
Q2
$765K Sell
37,029
-210
-0.6% -$4.34K 0.28% 140
2021
Q1
$744K Buy
+37,239
New +$744K 0.3% 131
2018
Q1
Sell
-120
Closed -$2K 344
2017
Q4
$2K Buy
+120
New +$2K ﹤0.01% 286