Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-45
Closed -$10.6K 6535
2024
Q4
$10.6K Buy
+45
New +$10.6K ﹤0.01% 5343
2024
Q2
Hold
0
6474
2024
Q1
Hold
0
6581
2022
Q2
Sell
-2
Closed -$11K 5790
2022
Q1
$11K Buy
+2
New +$11K ﹤0.01% 5373
2021
Q1
Sell
-54
Closed -$1.21M 5328
2020
Q4
$1.21M Sell
54
-4
-7% -$89.6K ﹤0.01% 3270
2020
Q3
$1.54M Buy
58
+42
+263% +$1.11M ﹤0.01% 2902
2020
Q2
$445K Hold
16
﹤0.01% 3343
2020
Q1
$453K Buy
16
+15
+1,500% +$425K ﹤0.01% 3334
2019
Q4
$20K Buy
+1
New +$20K ﹤0.01% 4424