Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6K Buy
1,287
+1,008
+361% +$8.32K ﹤0.01% 2315
2025
Q1
$1.83K Sell
279
-403
-59% -$2.65K ﹤0.01% 2885
2024
Q4
$4.73K Sell
682
-1,045
-61% -$7.24K ﹤0.01% 2618
2024
Q3
$15.9K Buy
+1,727
New +$15.9K ﹤0.01% 2145
2019
Q1
Sell
-415
Closed -$1K 2053
2018
Q4
$1K Hold
415
﹤0.01% 1862
2018
Q3
$3K Hold
415
﹤0.01% 1652
2018
Q2
$3K Hold
415
﹤0.01% 1671
2018
Q1
$3K Buy
+415
New +$3K ﹤0.01% 1511
2016
Q4
Sell
-208
Closed -$2K 1124
2016
Q3
$2K Hold
208
﹤0.01% 1446
2016
Q2
$1K Hold
208
﹤0.01% 1362
2016
Q1
$2K Buy
208
+96
+86% +$923 ﹤0.01% 1186
2015
Q4
$1K Buy
112
+18
+19% +$161 ﹤0.01% 1221
2015
Q3
$3K Buy
+94
New +$3K ﹤0.01% 966
2014
Q2
Sell
-1,000
Closed -$56K 1007
2014
Q1
$56K Hold
1,000
0.02% 182
2013
Q4
$48K Hold
1,000
0.02% 225
2013
Q3
$43K Buy
+1,000
New +$43K 0.02% 225