Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Buy
+17,291
New +$188K 0.01% 762
2023
Q2
Sell
-10,155
Closed -$128K 290
2023
Q1
$128K Buy
+10,155
New +$128K 0.01% 263
2022
Q2
Sell
-485
Closed -$8K 256
2022
Q1
$8K Buy
485
+40
+9% +$660 ﹤0.01% 308
2021
Q4
$9K Buy
445
+3
+0.7% +$61 ﹤0.01% 316
2021
Q3
$6K Hold
442
﹤0.01% 369
2021
Q2
$6K Hold
442
﹤0.01% 396
2021
Q1
$5K Hold
442
﹤0.01% 415
2020
Q4
$4K Buy
+442
New +$4K ﹤0.01% 402
2020
Q3
Sell
-416
Closed -$3K 459
2020
Q2
$3K Sell
416
-191
-31% -$1.38K ﹤0.01% 388
2020
Q1
$3K Sell
607
-1,770
-74% -$8.75K ﹤0.01% 385
2019
Q4
$22K Buy
+2,377
New +$22K 0.01% 319
2019
Q1
Sell
-20
Closed 413
2018
Q4
$0 Buy
+20
New ﹤0.01% 342
2017
Q4
Sell
-40,820
Closed -$489K 492
2017
Q3
$489K Hold
40,820
0.18% 61
2017
Q2
$457K Hold
40,820
0.26% 39
2017
Q1
$475K Buy
+40,820
New +$475K 0.28% 45