Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
5,972
﹤0.01% 3152
2025
Q1
$19.2K Hold
5,972
﹤0.01% 3181
2024
Q4
$18.3K Hold
5,972
﹤0.01% 3187
2024
Q3
$30.5K Hold
5,972
﹤0.01% 2956
2024
Q2
$23.6K Hold
5,972
﹤0.01% 2990
2024
Q1
$27.2K Hold
5,972
﹤0.01% 2961
2023
Q4
$21.9K Buy
+5,972
New +$21.9K ﹤0.01% 3014
2023
Q3
Sell
-129
Closed -$462 4007
2023
Q2
$462 Buy
+129
New +$462 ﹤0.01% 3843
2022
Q3
Sell
-3,314
Closed -$13K 4099
2022
Q2
$13K Sell
3,314
-1,207
-27% -$4.74K ﹤0.01% 3254
2022
Q1
$20K Sell
4,521
-3,075
-40% -$13.6K ﹤0.01% 3055
2021
Q4
$53K Sell
7,596
-3,200
-30% -$22.3K ﹤0.01% 2610
2021
Q3
$91K Buy
10,796
+5,711
+112% +$48.1K ﹤0.01% 2345
2021
Q2
$90K Buy
5,085
+935
+23% +$16.5K ﹤0.01% 2364
2021
Q1
$81K Buy
4,150
+684
+20% +$13.4K ﹤0.01% 2367
2020
Q4
$69K Sell
3,466
-813
-19% -$16.2K ﹤0.01% 2373
2020
Q3
$102K Buy
4,279
+2,381
+125% +$56.8K ﹤0.01% 2062
2020
Q2
$36K Buy
1,898
+256
+16% +$4.86K ﹤0.01% 2509
2020
Q1
$28K Buy
+1,642
New +$28K ﹤0.01% 2548