Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,479
Closed -$112K 976
2025
Q1
$112K Buy
+1,479
New +$112K 0.02% 124
2024
Q3
Sell
-149
Closed -$16K 489
2024
Q2
$16K Sell
149
-1,051
-88% -$113K ﹤0.01% 283
2024
Q1
$147K Buy
+1,200
New +$147K 0.02% 83
2021
Q4
Hold
0
387
2021
Q3
Hold
0
349
2021
Q1
Hold
0
271
2020
Q4
Hold
0
276
2020
Q3
Hold
0
172
2020
Q2
Hold
0
154
2017
Q1
Sell
-6,936
Closed -$254K 271
2016
Q4
$254K Buy
+6,936
New +$254K 0.06% 178
2016
Q3
Sell
-21,255
Closed -$685K 132
2016
Q2
$685K Buy
21,255
+2,309
+12% +$74.4K 0.37% 63
2016
Q1
$518K Buy
+18,946
New +$518K 0.36% 64
2014
Q3
Sell
-2
Closed 555
2014
Q2
$0 Buy
+2
New ﹤0.01% 484