Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.5K Buy
+190
New +$15.5K ﹤0.01% 963
2022
Q2
Sell
-6
Closed 1087
2022
Q1
$0 Hold
6
﹤0.01% 1171
2021
Q4
$0 Sell
6
-2,295
-100% ﹤0.01% 1207
2021
Q3
$118K Hold
2,301
﹤0.01% 603
2021
Q2
$131K Sell
2,301
-320
-12% -$18.2K ﹤0.01% 601
2021
Q1
$143K Sell
2,621
-20
-0.8% -$1.09K ﹤0.01% 567
2020
Q4
$140K Buy
2,641
+20
+0.8% +$1.06K ﹤0.01% 536
2020
Q3
$104K Buy
2,621
+45
+2% +$1.79K ﹤0.01% 552
2020
Q2
$140K Buy
2,576
+1,849
+254% +$100K ﹤0.01% 488
2020
Q1
$29K Sell
727
-481
-40% -$19.2K ﹤0.01% 582
2019
Q4
$52K Sell
1,208
-378
-24% -$16.3K ﹤0.01% 588
2019
Q3
$62K Buy
1,586
+516
+48% +$20.2K ﹤0.01% 534
2019
Q2
$44K Sell
1,070
-3,666
-77% -$151K ﹤0.01% 580
2019
Q1
$177K Buy
+4,736
New +$177K 0.01% 397
2018
Q3
Sell
-8,397
Closed -$223K 406
2018
Q2
$223K Buy
+8,397
New +$223K 0.01% 393
2014
Q4
Sell
-130,440
Closed -$2.18M 388
2014
Q3
$2.18M Buy
+130,440
New +$2.18M 0.09% 184