Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83K Sell
1,600
-512
-24% -$907 ﹤0.01% 3551
2025
Q1
$4.77K Buy
2,112
+1,350
+177% +$3.05K ﹤0.01% 3316
2024
Q4
$1.53K Buy
762
+512
+205% +$1.03K ﹤0.01% 3498
2024
Q3
$715 Hold
250
﹤0.01% 3564
2024
Q2
$918 Hold
250
﹤0.01% 3484
2024
Q1
$1.06K Sell
250
-42,173
-99% -$178K ﹤0.01% 3485
2023
Q4
$157K Buy
42,423
+42,373
+84,746% +$156K ﹤0.01% 1789
2023
Q3
$237 Sell
50
-37,847
-100% -$179K ﹤0.01% 3310
2023
Q2
$202K Buy
37,897
+37,847
+75,694% +$202K ﹤0.01% 1632
2023
Q1
$364 Sell
50
-150
-75% -$1.09K ﹤0.01% 3271
2022
Q4
$795 Buy
+200
New +$795 ﹤0.01% 3091
2020
Q1
Sell
-9,977
Closed -$210K 837
2019
Q4
$210K Sell
9,977
-1,825
-15% -$38.4K 0.01% 753
2019
Q3
$190K Sell
11,802
-1,720
-13% -$27.7K 0.01% 758
2019
Q2
$279K Sell
13,522
-6,881
-34% -$142K 0.02% 540
2019
Q1
$488K Buy
20,403
+4,470
+28% +$107K 0.03% 406
2018
Q4
$237 Sell
15,933
-982
-6% -$15 0.02% 547
2018
Q3
$458K Buy
16,915
+8,640
+104% +$234K 0.04% 385
2018
Q2
$281 Buy
+8,275
New +$281 0.03% 426