Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$81.2K Sell
13,860
-839
-6% -$4.92K ﹤0.01% 1289
2024
Q4
$136K Buy
14,699
+848
+6% +$7.84K ﹤0.01% 1280
2024
Q3
$250K Buy
13,851
+7
+0.1% +$126 ﹤0.01% 1161
2024
Q2
$164K Buy
13,844
+2,756
+25% +$32.7K ﹤0.01% 1211
2024
Q1
$146K Sell
11,088
-465
-4% -$6.13K ﹤0.01% 1213
2023
Q4
$227K Buy
+11,553
New +$227K ﹤0.01% 1114
2020
Q4
Sell
-626
Closed -$48K 2035
2020
Q3
$48K Sell
626
-1,276
-67% -$97.8K ﹤0.01% 1349
2020
Q2
$37K Buy
1,902
+1,493
+365% +$29K ﹤0.01% 1390
2020
Q1
$5K Hold
409
﹤0.01% 2682
2019
Q4
$5K Hold
409
﹤0.01% 2682
2019
Q3
$6 Hold
409
﹤0.01% 2573
2019
Q2
$7 Hold
409
﹤0.01% 2522
2019
Q1
$5 Hold
409
﹤0.01% 2622
2018
Q4
$4 Buy
+409
New +$4 ﹤0.01% 2615