Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Buy
19,762
+10,879
+122% +$9.91K ﹤0.01% 1265
2025
Q1
$16K Buy
8,883
+3,177
+56% +$5.72K ﹤0.01% 1140
2024
Q4
$17K Buy
+5,706
New +$17K ﹤0.01% 1326
2024
Q2
Sell
-2,493
Closed -$19K 1963
2024
Q1
$19K Sell
2,493
-428
-15% -$3.26K ﹤0.01% 1173
2023
Q4
$24K Buy
+2,921
New +$24K ﹤0.01% 1300
2023
Q2
Sell
-87
Closed -$6K 2117
2023
Q1
$6K Sell
87
-144
-62% -$9.93K ﹤0.01% 1388
2022
Q4
$19K Buy
231
+43
+23% +$3.54K ﹤0.01% 1282
2022
Q3
$15K Buy
188
+156
+488% +$12.4K ﹤0.01% 1465
2022
Q2
$5K Buy
+32
New +$5K ﹤0.01% 1465
2022
Q1
Sell
-73
Closed -$28K 2114
2021
Q4
$28K Buy
+73
New +$28K ﹤0.01% 1465
2021
Q3
Sell
-74
Closed -$77K 2027
2021
Q2
$77K Buy
+74
New +$77K 0.01% 1260
2021
Q1
Sell
-368
Closed -$391K 2097
2020
Q4
$391K Buy
+368
New +$391K 0.04% 526
2018
Q3
Sell
-29
Closed -$38K 2292
2018
Q2
$38K Buy
+29
New +$38K ﹤0.01% 1799