Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4K Hold
3,900
﹤0.01% 4399
2025
Q1
$15.6K Buy
+3,900
New +$15.6K ﹤0.01% 4359
2023
Q4
Sell
-13
Closed -$210 4978
2023
Q3
$210 Buy
+13
New +$210 ﹤0.01% 4551
2022
Q1
Sell
-163
Closed -$26K 5616
2021
Q4
$26K Sell
163
-46
-22% -$7.34K ﹤0.01% 4553
2021
Q3
$58K Sell
209
-32
-13% -$8.88K ﹤0.01% 3920
2021
Q2
$93K Sell
241
-1,072
-82% -$414K ﹤0.01% 3876
2021
Q1
$154K Buy
1,313
+1,286
+4,763% +$151K ﹤0.01% 3499
2020
Q4
$2K Sell
27
-4,211
-99% -$312K ﹤0.01% 5118
2020
Q3
$369K Buy
+4,238
New +$369K ﹤0.01% 2432
2020
Q1
Sell
-510
Closed -$115K 5213
2019
Q4
$115K Hold
510
﹤0.01% 3448
2019
Q3
$125K Hold
510
﹤0.01% 3332
2019
Q2
$112K Hold
510
﹤0.01% 3557
2019
Q1
$193K Buy
+510
New +$193K ﹤0.01% 3154
2018
Q4
Sell
-8
Closed -$5K 5116
2018
Q3
$5K Buy
+8
New +$5K ﹤0.01% 4836