Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
+14,076
New +$12K ﹤0.01% 1307
2025
Q1
Sell
-26,942
Closed -$28K 2036
2024
Q4
$28K Buy
+26,942
New +$28K ﹤0.01% 1249
2022
Q4
Sell
-31,458
Closed -$21K 2136
2022
Q3
$21K Buy
31,458
+13,011
+71% +$8.69K ﹤0.01% 1390
2022
Q2
$19K Sell
18,447
-6,399
-26% -$6.59K ﹤0.01% 1342
2022
Q1
$22K Sell
24,846
-19,426
-44% -$17.2K ﹤0.01% 1286
2021
Q4
$43K Buy
+44,272
New +$43K ﹤0.01% 1372
2021
Q3
Sell
-14,415
Closed -$34K 1967
2021
Q2
$34K Sell
14,415
-69,029
-83% -$163K ﹤0.01% 1380
2021
Q1
$289K Buy
83,444
+27,124
+48% +$93.9K 0.02% 835
2020
Q4
$99K Buy
+56,320
New +$99K 0.01% 1055
2018
Q1
Sell
-29,164
Closed -$224K 2602
2017
Q4
$224K Buy
29,164
+16,857
+137% +$129K 0.01% 1550
2017
Q3
$96K Buy
+12,307
New +$96K ﹤0.01% 2091