Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
4,676
+676
+17% +$67.5K 0.2% 128
2025
Q1
$420K Buy
4,000
+3,250
+433% +$341K 0.26% 88
2024
Q4
$59K Sell
750
-750
-50% -$59K 0.03% 311
2024
Q3
$111K Buy
1,500
+684
+84% +$50.6K 0.05% 220
2024
Q2
$76K Sell
816
-698
-46% -$65K 0.05% 204
2024
Q1
$158 Buy
+1,514
New +$158 0.1% 143
2023
Q4
Hold
0
684
2021
Q4
Sell
-1,400
Closed -$332K 686
2021
Q3
$332K Buy
+1,400
New +$332K 0.15% 115
2019
Q4
Sell
-1,600
Closed -$157K 942
2019
Q3
$157K Buy
+1,600
New +$157K 0.05% 224
2018
Q4
Sell
-7,500
Closed -$527K 843
2018
Q3
$527K Buy
7,500
+7,200
+2,400% +$506K 0.12% 91
2018
Q2
$15K Buy
+300
New +$15K 0.01% 360