Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
83,156
-79,502
-49% -$172K ﹤0.01% 4798
2025
Q1
$782K Buy
162,658
+74,338
+84% +$358K ﹤0.01% 3355
2024
Q4
$569K Buy
88,320
+72,180
+447% +$465K ﹤0.01% 3786
2024
Q3
$64.7K Buy
+16,140
New +$64.7K ﹤0.01% 5571
2024
Q1
Sell
-48,676
Closed -$244K 6146
2023
Q4
$244K Buy
+48,676
New +$244K ﹤0.01% 4839
2020
Q1
Sell
-474
Closed -$4K 3772
2019
Q4
$4K Sell
474
-1,997
-81% -$16.9K ﹤0.01% 3212
2019
Q3
$46K Sell
2,471
-1,287
-34% -$24K ﹤0.01% 3269
2019
Q2
$79K Buy
3,758
+976
+35% +$20.5K ﹤0.01% 3313
2019
Q1
$100K Buy
2,782
+2,311
+491% +$83.1K ﹤0.01% 3084
2018
Q4
$20K Sell
471
-217
-32% -$9.21K ﹤0.01% 3099
2018
Q3
$40K Buy
+688
New +$40K ﹤0.01% 3355
2018
Q2
Sell
-868
Closed -$77K 3551
2018
Q1
$77K Buy
+868
New +$77K ﹤0.01% 2956
2017
Q3
Sell
-1,371
Closed -$446K 3214
2017
Q2
$446K Buy
+1,371
New +$446K ﹤0.01% 1995