Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
6,700
+1,700
+34% +$47.1K ﹤0.01% 1686
2025
Q1
$128K Buy
5,000
+4,900
+4,900% +$125K ﹤0.01% 1613
2024
Q4
$2.29K Sell
100
-3,600
-97% -$82.4K ﹤0.01% 1874
2024
Q3
$91.8K Buy
+3,700
New +$91.8K ﹤0.01% 1719
2024
Q1
Sell
-19,200
Closed -$318K 2024
2023
Q4
$318K Buy
19,200
+4,400
+30% +$72.9K ﹤0.01% 1440
2023
Q3
$247K Buy
+14,800
New +$247K ﹤0.01% 1512
2020
Q4
Sell
-48,613
Closed -$1.21M 2266
2020
Q3
$1.21M Buy
48,613
+5,764
+13% +$143K 0.01% 836
2020
Q2
$1.2M Buy
42,849
+15,562
+57% +$435K 0.01% 811
2020
Q1
$872K Buy
27,287
+4,386
+19% +$140K ﹤0.01% 775
2019
Q4
$991K Buy
22,901
+13,178
+136% +$570K ﹤0.01% 919
2019
Q3
$385K Sell
9,723
-1,947
-17% -$77.1K ﹤0.01% 1421
2019
Q2
$419K Buy
+11,670
New +$419K ﹤0.01% 1404