Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$289K Buy
828
+46
+6% +$16.1K ﹤0.01% 1096
2024
Q4
$356K Buy
782
+130
+20% +$59.2K ﹤0.01% 1038
2024
Q3
$285K Buy
652
+209
+47% +$91.4K ﹤0.01% 1114
2024
Q2
$210K Sell
443
-18
-4% -$8.54K ﹤0.01% 1182
2024
Q1
$270K Buy
+461
New +$270K ﹤0.01% 1085
2020
Q4
Sell
-376
Closed -$47K 2043
2020
Q3
$47K Sell
376
-4
-1% -$500 ﹤0.01% 1352
2020
Q2
$42K Buy
380
+137
+56% +$15.1K ﹤0.01% 1355
2020
Q1
$22K Hold
243
﹤0.01% 2046
2019
Q4
$22K Sell
243
-1,616
-87% -$146K ﹤0.01% 2046
2019
Q3
$174 Sell
1,859
-2,617
-58% -$245 ﹤0.01% 1226
2019
Q2
$289 Buy
4,476
+2,080
+87% +$134 ﹤0.01% 1057
2019
Q1
$146 Buy
2,396
+1,090
+83% +$66 ﹤0.01% 1289
2018
Q4
$72 Sell
1,306
-563
-30% -$31 ﹤0.01% 1447
2018
Q3
$141K Buy
1,869
+290
+18% +$21.9K ﹤0.01% 1242
2018
Q2
$128K Buy
+1,579
New +$128K ﹤0.01% 1191
2017
Q4
Sell
-3,895
Closed -$244K 2772
2017
Q3
$244K Buy
+3,895
New +$244K ﹤0.01% 1150
2015
Q3
Sell
-34
Closed -$1K 2808
2015
Q2
$1K Sell
34
-6,446
-99% -$190K ﹤0.01% 2573
2015
Q1
$286K Buy
6,480
+6,370
+5,791% +$281K ﹤0.01% 1147
2014
Q4
$6K Sell
110
-26
-19% -$1.42K ﹤0.01% 2293
2014
Q3
$6K Buy
+136
New +$6K ﹤0.01% 2205