Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.5K Sell
4,408
-5,019
-53% -$52.9K ﹤0.01% 2081
2025
Q1
$113K Buy
9,427
+4,691
+99% +$56.4K ﹤0.01% 1457
2024
Q4
$52.3K Buy
4,736
+4,709
+17,441% +$52K ﹤0.01% 1815
2024
Q3
$437 Hold
27
﹤0.01% 3159
2024
Q2
$293 Buy
+27
New +$293 ﹤0.01% 3125
2022
Q4
Sell
-900
Closed -$25K 4668
2022
Q3
$25K Hold
900
﹤0.01% 2891
2022
Q2
$25K Hold
900
﹤0.01% 2668
2022
Q1
$25K Sell
900
-900
-50% -$25K ﹤0.01% 2668
2021
Q4
$12K Hold
1,800
﹤0.01% 2108
2021
Q3
$14K Sell
1,800
-50
-3% -$389 ﹤0.01% 2079
2021
Q2
$23K Hold
1,850
﹤0.01% 1861
2021
Q1
$24K Buy
+1,850
New +$24K ﹤0.01% 1762
2020
Q4
Hold
0
3237
2020
Q3
Hold
0
3104
2020
Q2
Hold
0
2985
2020
Q1
Hold
0
2979
2019
Q4
Sell
-5,692
Closed -$88K 3049
2019
Q3
$88K Buy
+5,692
New +$88K 0.01% 1121
2019
Q1
$286K Buy
12,761
+4,271
+50% +$95.7K 0.04% 393
2018
Q4
$101K Buy
8,490
+5,990
+240% +$71.3K 0.01% 1182
2018
Q3
$47K Hold
2,500
﹤0.01% 1913
2018
Q2
$70K Buy
+2,500
New +$70K ﹤0.01% 1700
2016
Q2
Sell
-12,761
Closed -$286K 3910
2016
Q1
$286K Buy
+12,761
New +$286K 0.04% 393