Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-210
Closed -$9.91K 1035
2025
Q1
$9.91K Sell
210
-498
-70% -$23.5K ﹤0.01% 422
2024
Q4
$37.4K Buy
+708
New +$37.4K 0.01% 212
2023
Q3
Sell
-162
Closed -$14K 547
2023
Q2
$14K Sell
162
-85
-34% -$7.35K ﹤0.01% 593
2023
Q1
$27K Buy
247
+120
+94% +$13.1K ﹤0.01% 436
2022
Q4
$15K Sell
127
-21
-14% -$2.48K ﹤0.01% 724
2022
Q3
$15K Sell
148
-117
-44% -$11.9K ﹤0.01% 555
2022
Q2
$19K Buy
265
+213
+410% +$15.3K ﹤0.01% 579
2022
Q1
$6K Buy
+52
New +$6K ﹤0.01% 690
2021
Q4
Sell
-1,700
Closed -$354K 424
2021
Q3
$354K Sell
1,700
-3,829
-69% -$797K 0.03% 224
2021
Q2
$1.14M Buy
5,529
+1,929
+54% +$397K 0.09% 106
2021
Q1
$726K Sell
3,600
-660
-15% -$133K 0.08% 115
2020
Q4
$758K Buy
+4,260
New +$758K 0.06% 108
2020
Q3
Hold
0
200
2019
Q1
Sell
-20,000
Closed -$951K 144
2018
Q4
$951K Buy
+20,000
New +$951K 0.08% 54