Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,351
Closed -$256K 250
2024
Q4
$256K Sell
3,351
-698
-17% -$53.4K 0.03% 170
2024
Q3
$316K Buy
4,049
+152
+4% +$11.9K 0.03% 142
2024
Q2
$278K Buy
+3,897
New +$278K 0.03% 152
2019
Q2
Sell
-1,520
Closed -$101K 624
2019
Q1
$101K Buy
1,520
+161
+12% +$10.7K 0.03% 177
2018
Q4
$85K Buy
1,359
+870
+178% +$54.4K 0.03% 175
2018
Q3
$35K Hold
489
0.01% 231
2018
Q2
$33K Hold
489
0.01% 252
2018
Q1
$29K Hold
489
0.01% 274
2017
Q4
$30K Buy
489
+74
+18% +$4.54K 0.01% 308
2017
Q3
$22K Buy
415
+315
+315% +$16.7K 0.01% 383
2017
Q2
$5K Hold
100
﹤0.01% 563
2017
Q1
$5K Sell
100
-136
-58% -$6.8K ﹤0.01% 550
2016
Q4
$13K Buy
+236
New +$13K 0.01% 355