Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46K Hold
117
﹤0.01% 3545
2025
Q1
$1.42K Hold
117
﹤0.01% 3529
2024
Q4
$1.35K Hold
117
﹤0.01% 3534
2024
Q3
$1.33K Hold
117
﹤0.01% 3545
2024
Q2
$1.35K Sell
117
-202
-63% -$2.32K ﹤0.01% 3555
2024
Q1
$2.87K Sell
319
-119
-27% -$1.07K ﹤0.01% 3459
2023
Q4
$3.7K Sell
438
-22
-5% -$186 ﹤0.01% 3388
2023
Q3
$3K Buy
+460
New +$3K ﹤0.01% 3492
2019
Q3
Sell
-31,010
Closed -$646K 2273
2019
Q2
$646K Hold
31,010
0.01% 1764
2019
Q1
$765K Buy
31,010
+2,300
+8% +$56.7K 0.01% 1716
2018
Q4
$712K Hold
28,710
0.01% 1725
2018
Q3
$710K Buy
+28,710
New +$710K 0.01% 1748