Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Hold
4,916
0.02% 186
2025
Q1
$207K Sell
4,916
-133
-3% -$5.61K 0.02% 184
2024
Q4
$245K Buy
+5,049
New +$245K 0.03% 175
2020
Q1
Sell
-2,666
Closed -$266K 187
2019
Q4
$266K Hold
2,666
0.03% 175
2019
Q3
$260K Sell
2,666
-2,667
-50% -$261K 0.03% 181
2019
Q2
$442K Hold
5,333
0.05% 153
2019
Q1
$410K Sell
5,333
-3,891
-42% -$299K 0.05% 149
2018
Q4
$592K Hold
9,224
0.08% 134
2018
Q3
$697K Hold
9,224
0.07% 135
2018
Q2
$714K Hold
9,224
0.08% 133
2018
Q1
$613K Hold
9,224
0.07% 138
2017
Q4
$757K Buy
+9,224
New +$757K 0.08% 133