Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.62K Buy
105
+22
+27% +$2.02K ﹤0.01% 621
2025
Q1
$7.63K Hold
83
﹤0.01% 617
2024
Q4
$7.03K Buy
83
+31
+60% +$2.63K ﹤0.01% 563
2024
Q3
$4.11K Buy
+52
New +$4.11K ﹤0.01% 572
2020
Q1
Sell
-7,282
Closed -$382K 173
2019
Q4
$382K Sell
7,282
-495
-6% -$26K 0.11% 136
2019
Q3
$400K Hold
7,777
0.13% 132
2019
Q2
$425K Sell
7,777
-8
-0.1% -$437 0.16% 125
2019
Q1
$373K Hold
7,785
0.14% 134
2018
Q4
$354K Sell
7,785
-453
-5% -$20.6K 0.17% 123
2018
Q3
$414K Sell
8,238
-7
-0.1% -$352 0.17% 117
2018
Q2
$398K Hold
8,245
0.17% 125
2018
Q1
$410K Hold
8,245
0.18% 126
2017
Q4
$412K Hold
8,245
0.18% 124
2017
Q3
$395K Buy
8,245
+8,050
+4,128% +$386K 0.19% 111
2017
Q2
$9K Buy
+195
New +$9K 0.01% 487