Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
4,798
+1,840
+62% +$137K 0.01% 559
2025
Q1
$200K Buy
+2,958
New +$200K 0.01% 567
2020
Q4
Sell
-43
Closed -$2K 462
2020
Q3
$2K Hold
43
﹤0.01% 403
2020
Q2
$2K Hold
43
﹤0.01% 405
2020
Q1
$1K Sell
43
-183
-81% -$4.26K ﹤0.01% 445
2019
Q4
$8K Buy
+226
New +$8K ﹤0.01% 420
2019
Q3
Sell
-85
Closed -$3.36K 408
2019
Q2
$3.36K Sell
85
-1,015
-92% -$40.1K ﹤0.01% 311
2019
Q1
$41K Buy
+1,100
New +$41K 0.02% 225
2018
Q4
Sell
-859
Closed -$28K 338
2018
Q3
$28K Sell
859
-620
-42% -$20.2K 0.01% 207
2018
Q2
$53K Sell
1,479
-1,479
-50% -$53K 0.02% 175
2018
Q1
$119K Buy
2,958
+1,479
+100% +$59.5K 0.05% 121
2017
Q4
$60K Sell
1,479
-87
-6% -$3.53K 0.03% 207
2017
Q3
$60K Buy
+1,566
New +$60K 0.02% 242