Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-361
Closed -$38.2K 1930
2024
Q4
$38.2K Sell
361
-6
-2% -$634 ﹤0.01% 1228
2024
Q3
$37K Sell
367
-336
-48% -$33.9K ﹤0.01% 1223
2024
Q2
$74.4K Sell
703
-307
-30% -$32.5K ﹤0.01% 959
2024
Q1
$142K Buy
+1,010
New +$142K 0.01% 815
2023
Q3
Sell
-40
Closed -$3.4K 1669
2023
Q2
$3.4K Hold
40
﹤0.01% 1278
2023
Q1
$3.57K Buy
+40
New +$3.57K ﹤0.01% 1298
2019
Q3
Sell
-1,812
Closed -$171K 850
2019
Q2
$171K Hold
1,812
0.03% 372
2019
Q1
$220K Hold
1,812
0.05% 329
2018
Q4
$168K Hold
1,812
0.04% 346
2018
Q3
$262K Buy
1,812
+933
+106% +$135K 0.06% 288
2018
Q2
$132K Hold
879
0.03% 417
2018
Q1
$133K Sell
879
-1,252
-59% -$189K 0.03% 406
2017
Q4
$292K Buy
+2,131
New +$292K 0.07% 250