Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8
Closed -$802 1012
2025
Q1
$802 Hold
8
﹤0.01% 911
2024
Q4
$901 Sell
8
-52
-87% -$5.86K ﹤0.01% 990
2024
Q3
$7.03K Buy
+60
New +$7.03K ﹤0.01% 851
2024
Q1
Sell
-12,578
Closed -$972K 998
2023
Q4
$972K Buy
12,578
+3,599
+40% +$278K 0.01% 511
2023
Q3
$867K Buy
8,979
+8,747
+3,770% +$845K 0.01% 511
2023
Q2
$22.2K Sell
232
-3
-1% -$287 ﹤0.01% 874
2023
Q1
$20.4K Hold
235
﹤0.01% 856
2022
Q4
$16.9K Buy
+235
New +$16.9K ﹤0.01% 923
2022
Q3
Sell
-23,600
Closed -$1.26M 985
2022
Q2
$1.26M Buy
+23,600
New +$1.26M ﹤0.01% 733
2017
Q4
Sell
-8,102
Closed -$652K 860
2017
Q3
$652K Buy
+8,102
New +$652K 0.01% 600
2017
Q2
Sell
-4,212
Closed -$291K 821
2017
Q1
$291K Buy
4,212
+975
+30% +$67.4K ﹤0.01% 713
2016
Q4
$242K Buy
+3,237
New +$242K ﹤0.01% 728