Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-159
Closed -$21K 696
2025
Q1
$21K Sell
159
-18
-10% -$2.38K ﹤0.01% 1086
2024
Q4
$15K Hold
177
﹤0.01% 1143
2024
Q3
$18.8K Sell
177
-459
-72% -$48.7K ﹤0.01% 1073
2024
Q2
$46K Buy
636
+483
+316% +$35K ﹤0.01% 1023
2024
Q1
$11.9K Buy
+153
New +$11.9K ﹤0.01% 1158
2021
Q4
Sell
-2,984
Closed -$442K 390
2021
Q3
$442K Buy
2,984
+206
+7% +$30.5K 0.01% 181
2021
Q2
$630K Buy
2,778
+96
+4% +$21.8K 0.02% 141
2021
Q1
$608K Sell
2,682
-348
-11% -$78.9K 0.02% 129
2020
Q4
$705K Buy
3,030
+862
+40% +$201K 0.02% 113
2020
Q3
$637K Sell
2,168
-86
-4% -$25.3K 0.03% 118
2020
Q2
$486K Buy
2,254
+783
+53% +$169K 0.02% 135
2020
Q1
$286K Buy
1,471
+131
+10% +$25.5K 0.02% 113
2019
Q4
$284K Buy
+1,340
New +$284K 0.02% 134