Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.8K Hold
2,619
﹤0.01% 434
2025
Q1
$34.3K Buy
2,619
+314
+14% +$4.11K ﹤0.01% 449
2024
Q4
$32.4K Buy
2,305
+458
+25% +$6.44K ﹤0.01% 442
2024
Q3
$21K Buy
+1,847
New +$21K ﹤0.01% 486
2020
Q2
Sell
-557
Closed -$7K 2333
2020
Q1
$7K Buy
557
+151
+37% +$1.9K ﹤0.01% 1664
2019
Q4
$5K Buy
+406
New +$5K ﹤0.01% 1792
2019
Q1
Sell
-2,147
Closed -$29K 1807
2018
Q4
$29K Buy
2,147
+1,705
+386% +$23K ﹤0.01% 954
2018
Q3
$7K Sell
442
-404
-48% -$6.4K ﹤0.01% 1251
2018
Q2
$12K Buy
846
+294
+53% +$4.16K ﹤0.01% 1089
2018
Q1
$6K Hold
552
﹤0.01% 1184
2017
Q4
$7K Hold
552
﹤0.01% 1228
2017
Q3
$6K Buy
552
+50
+10% +$543 ﹤0.01% 1216
2017
Q2
$4K Buy
+502
New +$4K ﹤0.01% 1264