Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
+105,917
New +$149K 0.01% 974
2025
Q1
Sell
-21,639
Closed -$33K 1427
2024
Q4
$33K Buy
+21,639
New +$33K ﹤0.01% 1217
2024
Q1
Sell
-83,531
Closed -$180K 1476
2023
Q4
$180K Buy
+83,531
New +$180K 0.01% 869
2023
Q1
Sell
-18,568
Closed -$68K 1580
2022
Q4
$68K Buy
+18,568
New +$68K 0.01% 1029
2021
Q2
Sell
-87,297
Closed -$525K 1559
2021
Q1
$525K Buy
87,297
+31,220
+56% +$188K 0.04% 499
2020
Q4
$388K Buy
+56,077
New +$388K 0.04% 527
2020
Q3
Sell
-14,469
Closed -$95K 1112
2020
Q2
$95K Buy
+14,469
New +$95K 0.01% 897
2019
Q4
$77K Buy
+18,185
New +$77K 0.01% 1130
2019
Q2
Sell
-12,639
Closed -$79K 1469
2019
Q1
$79K Buy
12,639
+1,798
+17% +$11.2K ﹤0.01% 1141
2018
Q4
$55K Sell
10,841
-2,993
-22% -$15.2K ﹤0.01% 1244
2018
Q3
$100K Sell
13,834
-1,434
-9% -$10.4K 0.01% 1182
2018
Q2
$102K Buy
+15,268
New +$102K 0.01% 1639