Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70K Buy
710
+351
+98% +$34.6K 0.01% 224
2025
Q1
$60K Buy
359
+32
+10% +$5.35K ﹤0.01% 223
2024
Q4
$65K Buy
327
+44
+16% +$8.75K 0.01% 229
2024
Q3
$49K Buy
+283
New +$49K ﹤0.01% 231
2024
Q2
Sell
-508
Closed -$69K 262
2024
Q1
$69K Buy
+508
New +$69K 0.01% 207
2022
Q2
Sell
-448
Closed -$47K 236
2022
Q1
$47K Buy
+448
New +$47K ﹤0.01% 216
2021
Q4
Sell
-97,271
Closed -$10.9M 244
2021
Q3
$10.9M Sell
97,271
-19,866
-17% -$2.22M 1.13% 31
2021
Q2
$14.1M Buy
117,137
+191
+0.2% +$23K 1.48% 26
2021
Q1
$13.8M Buy
116,946
+20,929
+22% +$2.48M 1.58% 25
2020
Q4
$10.5M Buy
96,017
+55,948
+140% +$6.1M 1.27% 29
2020
Q3
$3.25M Buy
+40,069
New +$3.25M 0.46% 52