Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.8K Sell
485
-59
-11% -$8.98K ﹤0.01% 218
2025
Q1
$80K Buy
+544
New +$80K ﹤0.01% 197
2023
Q2
Sell
-1,036
Closed -$91K 564
2023
Q1
$91K Buy
+1,036
New +$91K ﹤0.01% 251
2021
Q3
Sell
-246
Closed -$41K 406
2021
Q2
$41K Buy
+246
New +$41K ﹤0.01% 206
2020
Q2
Sell
-446
Closed -$51K 316
2020
Q1
$51K Buy
446
+398
+829% +$45.5K ﹤0.01% 255
2019
Q4
$7K Sell
48
-312
-87% -$45.5K ﹤0.01% 835
2019
Q3
$52K Sell
360
-2,225
-86% -$321K ﹤0.01% 230
2019
Q2
$374K Buy
2,585
+522
+25% +$75.5K 0.02% 393
2019
Q1
$320K Hold
2,063
0.01% 141
2018
Q4
$320K Buy
2,063
+124
+6% +$19.2K 0.01% 141
2018
Q3
$342K Sell
1,939
-172
-8% -$30.3K 0.02% 161
2018
Q2
$346K Buy
+2,111
New +$346K 0.04% 169
2017
Q3
Sell
-12
Closed -$2K 681
2017
Q2
$2K Sell
12
-143
-92% -$23.8K ﹤0.01% 628
2017
Q1
$25K Buy
+155
New +$25K ﹤0.01% 359