Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.5K Hold
16,800
﹤0.01% 1933
2025
Q1
$92.4K Buy
+16,800
New +$92.4K ﹤0.01% 1683
2023
Q1
Sell
-4,000
Closed -$35K 2039
2022
Q4
$35K Sell
4,000
-62,600
-94% -$548K ﹤0.01% 1837
2022
Q3
$461K Hold
66,600
﹤0.01% 1363
2022
Q2
$460K Buy
66,600
+3,800
+6% +$26.2K ﹤0.01% 1382
2022
Q1
$670K Hold
62,800
﹤0.01% 1308
2021
Q4
$285K Sell
62,800
-62,300
-50% -$283K ﹤0.01% 1632
2021
Q3
$607K Sell
125,100
-15,500
-11% -$75.2K ﹤0.01% 1426
2021
Q2
$695K Buy
140,600
+9,200
+7% +$45.5K ﹤0.01% 1444
2021
Q1
$709K Sell
131,400
-39,800
-23% -$215K ﹤0.01% 1414
2020
Q4
$539K Hold
171,200
﹤0.01% 1441
2020
Q3
$451K Buy
171,200
+165,600
+2,957% +$436K ﹤0.01% 1394
2020
Q2
$17K Buy
+5,600
New +$17K ﹤0.01% 2061
2019
Q4
Sell
-3,900
Closed -$21K 2131
2019
Q3
$21K Hold
3,900
﹤0.01% 1974
2019
Q2
$28K Buy
+3,900
New +$28K ﹤0.01% 1997