Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
1,449
-86
-6% -$19.5K 0.03% 243
2025
Q1
$255K Buy
1,535
+104
+7% +$17.3K 0.03% 259
2024
Q4
$283K Hold
1,431
0.03% 251
2024
Q3
$249K Sell
1,431
-40
-3% -$6.95K 0.03% 264
2024
Q2
$256K Buy
+1,471
New +$256K 0.03% 251
2021
Q2
Sell
-1,600
Closed -$189K 694
2021
Q1
$189K Buy
+1,600
New +$189K 0.05% 199
2020
Q2
$72K Hold
1,275
0.02% 252
2020
Q1
$61K Hold
1,275
0.02% 251
2019
Q4
$74K Hold
1,275
0.02% 267
2019
Q3
$59K Hold
1,275
0.02% 297
2019
Q2
$50K Hold
1,275
0.02% 320
2019
Q1
$52K Hold
1,275
0.02% 293
2018
Q4
$47K Hold
1,275
0.02% 286
2018
Q3
$56K Hold
1,275
0.03% 281
2018
Q2
$47K Hold
1,275
0.03% 292
2018
Q1
$55K Buy
1,275
+1,095
+608% +$47.2K 0.03% 254
2017
Q4
$7K Buy
+180
New +$7K 0.01% 526