Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
3,862
-213
-5% -$14.6K ﹤0.01% 605
2025
Q1
$263K Sell
4,075
-332
-8% -$21.5K 0.01% 528
2024
Q4
$466K Buy
+4,407
New +$466K 0.01% 405
2020
Q3
Sell
-1,012
Closed -$48K 761
2020
Q2
$48K Buy
1,012
+212
+27% +$10.1K ﹤0.01% 475
2020
Q1
$30K Sell
800
-120
-13% -$4.5K ﹤0.01% 520
2019
Q4
$97K Sell
920
-80
-8% -$8.44K 0.01% 333
2019
Q3
$88K Sell
1,000
-23
-2% -$2.02K 0.01% 300
2019
Q2
$97K Hold
1,023
0.01% 286
2019
Q1
$125K Buy
1,023
+23
+2% +$2.81K 0.01% 269
2018
Q4
$93K Hold
1,000
0.01% 250
2018
Q3
$144K Hold
1,000
0.01% 238
2018
Q2
$150K Hold
1,000
0.01% 228
2018
Q1
$151K Sell
1,000
-200
-17% -$30.2K 0.01% 239
2017
Q4
$165K Hold
1,200
0.01% 239
2017
Q3
$151K Hold
1,200
0.01% 246
2017
Q2
$137K Hold
1,200
0.01% 259
2017
Q1
$124K Hold
1,200
0.01% 274
2016
Q4
$108K Sell
1,200
-500
-29% -$45K 0.01% 283
2016
Q3
$188K Hold
1,700
0.02% 236
2016
Q2
$160K Hold
1,700
0.02% 245
2016
Q1
$168K Sell
1,700
-124
-7% -$12.3K 0.02% 238
2015
Q4
$142K Buy
+1,824
New +$142K 0.01% 259