Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.2K Buy
+14,598
New +$35.2K ﹤0.01% 317
2025
Q1
Sell
-16,088
Closed -$29.8K 307
2024
Q4
$29.8K Buy
16,088
+2,526
+19% +$4.67K ﹤0.01% 308
2024
Q3
$33.1K Buy
+13,562
New +$33.1K 0.01% 296
2021
Q4
Sell
-10,508
Closed -$29K 261
2021
Q3
$29K Buy
+10,508
New +$29K 0.01% 247
2018
Q3
Sell
-12,926
Closed -$60K 140
2018
Q2
$60K Buy
12,926
+2,875
+29% +$13.3K 0.03% 92
2018
Q1
$73K Hold
10,051
0.03% 84
2017
Q4
$65K Sell
10,051
-2,434
-19% -$15.7K 0.03% 90
2017
Q3
$82K Buy
+12,485
New +$82K 0.04% 87