Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.49K Buy
+132
New +$9.49K ﹤0.01% 932
2024
Q4
Sell
-116
Closed -$8.63K 1130
2024
Q3
$8.63K Buy
116
+7
+6% +$521 ﹤0.01% 846
2024
Q2
$6.96K Hold
109
﹤0.01% 873
2024
Q1
$7.03K Buy
109
+20
+22% +$1.29K ﹤0.01% 904
2023
Q4
$5.67K Buy
+89
New +$5.67K ﹤0.01% 941
2019
Q3
Sell
-2,316
Closed -$209K 894
2019
Q2
$209K Buy
2,316
+45
+2% +$4.06K ﹤0.01% 699
2019
Q1
$202K Buy
+2,271
New +$202K ﹤0.01% 771
2018
Q2
Sell
-3,576
Closed -$235K 967
2018
Q1
$235K Sell
3,576
-210
-6% -$13.8K ﹤0.01% 804
2017
Q4
$277K Sell
3,786
-6,275
-62% -$459K ﹤0.01% 704
2017
Q3
$741K Buy
10,061
+6,077
+153% +$448K 0.01% 571
2017
Q2
$278K Sell
3,984
-1,253
-24% -$87.4K ﹤0.01% 668
2017
Q1
$354K Buy
5,237
+1,229
+31% +$83.1K ﹤0.01% 626
2016
Q4
$256K Buy
+4,008
New +$256K ﹤0.01% 706