Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$279K Buy
+6,993
New +$279K 0.03% 154
2023
Q1
Sell
-6,834
Closed -$242K 211
2022
Q4
$242K Buy
+6,834
New +$242K 0.04% 169
2022
Q3
Sell
-5,710
Closed -$311K 154
2022
Q2
$311K Buy
+5,710
New +$311K 0.08% 104
2019
Q2
Sell
-1,777
Closed -$93K 356
2019
Q1
$93K Sell
1,777
-72
-4% -$3.77K 0.03% 180
2018
Q4
$88K Buy
1,849
+1,680
+994% +$80K 0.04% 173
2018
Q3
$8K Hold
169
﹤0.01% 466
2018
Q2
$9K Hold
169
﹤0.01% 495
2018
Q1
$8K Hold
169
﹤0.01% 533
2017
Q4
$8K Sell
169
-4,245
-96% -$201K ﹤0.01% 619
2017
Q3
$224K Buy
4,414
+4,334
+5,418% +$220K 0.1% 83
2017
Q2
$4K Hold
80
﹤0.01% 593
2017
Q1
$4K Hold
80
﹤0.01% 576
2016
Q4
$4K Sell
80
-325
-80% -$16.3K ﹤0.01% 581
2016
Q3
$22K Buy
+405
New +$22K 0.02% 268
2015
Q2
Sell
-108
Closed -$6K 739
2015
Q1
$6K Hold
108
﹤0.01% 528
2014
Q4
$6K Buy
+108
New +$6K 0.01% 516