Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8K Hold
2
﹤0.01% 329
2025
Q1
$14K Hold
2
﹤0.01% 325
2024
Q4
$16.4K Buy
+2
New +$16.4K ﹤0.01% 327
2023
Q4
Sell
-11
Closed -$65.6K 471
2023
Q3
$65.6K Buy
11
+1
+10% +$5.96K ﹤0.01% 231
2023
Q2
$63.5K Buy
+10
New +$63.5K ﹤0.01% 288
2020
Q1
Sell
-12
Closed -$46K 707
2019
Q4
$46K Buy
+12
New +$46K ﹤0.01% 685
2019
Q3
Sell
-179
Closed -$603K 563
2019
Q2
$603K Buy
+179
New +$603K 0.03% 204
2018
Q3
Sell
-51
Closed -$151K 725
2018
Q2
$151K Sell
51
-114
-69% -$338K 0.02% 407
2018
Q1
$462K Buy
165
+5
+3% +$14K ﹤0.01% 224
2017
Q4
$561K Sell
160
-36
-18% -$126K 0.03% 152
2017
Q3
$1.77M Buy
196
+186
+1,860% +$1.68M 0.12% 95
2017
Q2
$24K Hold
10
﹤0.01% 392
2017
Q1
$21K Buy
+10
New +$21K ﹤0.01% 398