Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.3K Buy
+16,282
New +$71.3K ﹤0.01% 1127
2024
Q3
Sell
-15,916
Closed -$17.5K 1169
2024
Q2
$17.5K Sell
15,916
-15,400
-49% -$16.9K ﹤0.01% 1020
2024
Q1
$48.9K Buy
31,316
+6,842
+28% +$10.7K ﹤0.01% 995
2023
Q4
$44.8K Sell
24,474
-2,414
-9% -$4.42K ﹤0.01% 960
2023
Q3
$38.2K Buy
+26,888
New +$38.2K ﹤0.01% 948
2018
Q2
Sell
-6,503
Closed -$106K 957
2018
Q1
$106K Sell
6,503
-1,773
-21% -$28.9K 0.03% 465
2017
Q4
$143K Buy
8,276
+445
+6% +$7.69K 0.04% 414
2017
Q3
$157K Sell
7,831
-901
-10% -$18.1K 0.07% 295
2017
Q2
$4 Buy
8,732
+664
+8% ﹤0.01% 1129
2017
Q1
$195K Sell
8,068
-393
-5% -$9.5K 0.13% 181
2016
Q4
$214K Buy
+8,461
New +$214K 0.16% 149