Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Buy
+4,059
New +$156K 0.01% 343
2024
Q4
Sell
-8,569
Closed -$350K 319
2024
Q3
$350K Sell
8,569
-3,220
-27% -$132K 0.03% 234
2024
Q2
$454K Buy
+11,789
New +$454K 0.05% 208
2019
Q2
Sell
-87
Closed -$5K 767
2019
Q1
$5K Buy
+87
New +$5K ﹤0.01% 627
2018
Q2
Sell
-1,914
Closed -$93K 781
2018
Q1
$93K Buy
1,914
+1,847
+2,757% +$89.7K 0.05% 201
2017
Q4
$4K Buy
+67
New +$4K ﹤0.01% 632