Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
20,016
0.01% 668
2025
Q1
$184K Sell
20,016
-1,262
-6% -$11.6K 0.01% 640
2024
Q4
$167K Buy
21,278
+1,270
+6% +$10K ﹤0.01% 655
2024
Q3
$251K Hold
20,008
0.01% 580
2024
Q2
$120K Sell
20,008
-992
-5% -$5.96K ﹤0.01% 628
2024
Q1
$112K Buy
21,000
+992
+5% +$5.29K ﹤0.01% 628
2023
Q4
$206K Buy
+20,008
New +$206K 0.01% 584
2021
Q2
Sell
-1,758
Closed -$117K 1418
2021
Q1
$117K Sell
1,758
-121
-6% -$8.05K 0.01% 549
2020
Q4
$129K Buy
1,879
+781
+71% +$53.6K 0.01% 499
2020
Q3
$55K Buy
1,098
+437
+66% +$21.9K ﹤0.01% 614
2020
Q2
$28K Buy
661
+4
+0.6% +$169 ﹤0.01% 895
2020
Q1
$12K Buy
657
+644
+4,954% +$11.8K ﹤0.01% 997
2019
Q4
$0 Hold
13
﹤0.01% 1685
2019
Q3
$0 Hold
13
﹤0.01% 1636
2019
Q2
$0 Hold
13
﹤0.01% 1631
2019
Q1
$0 Buy
+13
New ﹤0.01% 1651
2018
Q4
Sell
-15
Closed 1675
2018
Q3
$0 Hold
15
﹤0.01% 1838
2018
Q2
$0 Hold
15
﹤0.01% 1724
2018
Q1
$0 Buy
15
+5
+50% ﹤0.01% 1611
2017
Q4
$0 Buy
+10
New ﹤0.01% 1459