Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1K Hold
107
0.01% 249
2025
Q1
$14.1K Buy
107
+7
+7% +$926 0.01% 229
2024
Q4
$8.48K Hold
100
﹤0.01% 262
2024
Q3
$10.6K Hold
100
0.01% 254
2024
Q2
$7.2K Hold
100
﹤0.01% 258
2024
Q1
$7.24K Buy
+100
New +$7.24K ﹤0.01% 283
2021
Q3
Sell
-5,740
Closed -$1.3M 301
2021
Q2
$1.3M Hold
5,740
0.74% 46
2021
Q1
$1.3M Buy
5,740
+520
+10% +$118K 0.84% 39
2020
Q4
$1.22M Hold
5,220
0.88% 33
2020
Q3
$1.54M Buy
5,220
+350
+7% +$103K 1.4% 10
2020
Q2
$1.05M Hold
4,870
1.16% 17
2020
Q1
$947K Sell
4,870
-300
-6% -$58.3K 1.19% 14
2019
Q4
$1.1M Hold
5,170
0.91% 23
2019
Q3
$865K Hold
5,170
0.83% 35
2019
Q2
$876K Hold
5,170
0.85% 30
2019
Q1
$943K Hold
5,170
0.97% 19
2018
Q4
$709K Buy
+5,170
New +$709K 0.88% 27