Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
+2,531
New +$232K 0.01% 655
2024
Q4
Sell
-2,426
Closed -$225K 701
2024
Q3
$225K Buy
+2,426
New +$225K 0.01% 615
2021
Q1
Sell
-166
Closed -$7K 1947
2020
Q4
$7K Sell
166
-76
-31% -$3.21K ﹤0.01% 1249
2020
Q3
$9K Sell
242
-465
-66% -$17.3K ﹤0.01% 1062
2020
Q2
$24K Buy
707
+84
+13% +$2.85K ﹤0.01% 934
2020
Q1
$18K Buy
623
+51
+9% +$1.47K ﹤0.01% 886
2019
Q4
$23K Sell
572
-72
-11% -$2.9K ﹤0.01% 873
2019
Q3
$22K Sell
644
-1,041
-62% -$35.6K ﹤0.01% 809
2019
Q2
$55K Buy
1,685
+1,000
+146% +$32.6K 0.01% 565
2019
Q1
$21K Sell
685
-1,741
-72% -$53.4K ﹤0.01% 767
2018
Q4
$64K Buy
2,426
+1,673
+222% +$44.1K 0.01% 462
2018
Q3
$22K Buy
753
+69
+10% +$2.02K ﹤0.01% 739
2018
Q2
$22K Buy
684
+42
+7% +$1.35K ﹤0.01% 730
2018
Q1
$22K Buy
642
+249
+63% +$8.53K ﹤0.01% 682
2017
Q4
$14K Buy
393
+36
+10% +$1.28K ﹤0.01% 747
2017
Q3
$14K Buy
+357
New +$14K ﹤0.01% 621