Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-545
Closed -$73.6K 264
2024
Q4
$73.6K Buy
+545
New +$73.6K 0.01% 126
2021
Q2
Sell
-26
Closed -$5K 270
2021
Q1
$5K Hold
26
﹤0.01% 259
2020
Q4
$5K Sell
26
-245
-90% -$47.1K ﹤0.01% 256
2020
Q3
$43K Buy
271
+245
+942% +$38.9K 0.01% 156
2020
Q2
$3K Hold
26
﹤0.01% 273
2020
Q1
$2K Sell
26
-559
-96% -$43K ﹤0.01% 280
2019
Q4
$75K Hold
585
0.02% 180
2019
Q3
$63K Buy
585
+559
+2,150% +$60.2K 0.02% 190
2019
Q2
$2K Hold
26
﹤0.01% 326
2019
Q1
$2K Hold
26
﹤0.01% 310
2018
Q4
$2K Buy
+26
New +$2K ﹤0.01% 349