Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.3K Hold
600
﹤0.01% 2050
2025
Q1
$36K Hold
600
﹤0.01% 1802
2024
Q4
$50.1K Sell
600
-500
-45% -$41.7K ﹤0.01% 1730
2024
Q3
$93.2K Sell
1,100
-2,400
-69% -$203K ﹤0.01% 1716
2024
Q2
$472K Sell
3,500
-500
-13% -$67.5K ﹤0.01% 1282
2024
Q1
$761K Sell
4,000
-300
-7% -$57.1K ﹤0.01% 1013
2023
Q4
$688K Sell
4,300
-1,000
-19% -$160K ﹤0.01% 1071
2023
Q3
$790K Sell
5,300
-4,100
-44% -$611K ﹤0.01% 992
2023
Q2
$1.47M Buy
9,400
+700
+8% +$109K 0.01% 766
2023
Q1
$1.22M Buy
8,700
+4,000
+85% +$562K 0.01% 855
2022
Q4
$533K Buy
4,700
+2,000
+74% +$227K ﹤0.01% 1295
2022
Q3
$210K Sell
2,700
-9,300
-78% -$723K ﹤0.01% 1595
2022
Q2
$996K Buy
12,000
+700
+6% +$58.1K ﹤0.01% 923
2022
Q1
$1.11M Sell
11,300
-100
-0.9% -$9.84K ﹤0.01% 977
2021
Q4
$1.27M Sell
11,400
-1,200
-10% -$133K ﹤0.01% 976
2021
Q3
$1.1M Sell
12,600
-1,600
-11% -$139K ﹤0.01% 1050
2021
Q2
$1.01M Buy
14,200
+12,700
+847% +$902K ﹤0.01% 1163
2021
Q1
$107K Buy
+1,500
New +$107K ﹤0.01% 1929
2018
Q4
Sell
-11,300
Closed -$299K 2074
2018
Q3
$299K Buy
+11,300
New +$299K ﹤0.01% 1610
2016
Q4
Sell
-3,800
Closed -$71K 1923
2016
Q3
$71K Buy
+3,800
New +$71K ﹤0.01% 1715