Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2771
2025
Q1
Sell
-2
Closed 2703
2024
Q4
$0 Buy
+2
New ﹤0.01% 2770
2024
Q3
Hold
0
2636
2024
Q2
Hold
0
2735
2024
Q1
Sell
-98
Closed -$4K 2700
2023
Q4
$4K Buy
+98
New +$4K ﹤0.01% 2015
2023
Q3
Hold
0
2651
2023
Q2
Hold
0
2734
2023
Q1
Sell
-4,899
Closed -$162K 2690
2022
Q4
$162K Buy
4,899
+2,384
+95% +$78.8K ﹤0.01% 865
2022
Q3
$67K Buy
2,515
+2,409
+2,273% +$64.2K ﹤0.01% 1302
2022
Q2
$3K Sell
106
-587
-85% -$16.6K ﹤0.01% 2258
2022
Q1
$35K Buy
693
+300
+76% +$15.2K ﹤0.01% 1863
2021
Q4
$26K Buy
393
+93
+31% +$6.15K ﹤0.01% 2092
2021
Q3
$18K Buy
300
+100
+50% +$6K ﹤0.01% 2281
2021
Q2
$11K Buy
+200
New +$11K ﹤0.01% 2437