Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66K Buy
146,710
+8,474
+6% +$3.81K ﹤0.01% 1101
2025
Q1
$56K Buy
+138,236
New +$56K ﹤0.01% 1000
2024
Q3
Sell
-13,328
Closed -$9K 1932
2024
Q2
$9K Buy
+13,328
New +$9K ﹤0.01% 1143
2024
Q1
Sell
-43,043
Closed -$25K 2155
2023
Q4
$25K Buy
+43,043
New +$25K ﹤0.01% 1289
2023
Q3
Sell
-148,213
Closed -$108K 1952
2023
Q2
$108K Buy
+148,213
New +$108K 0.01% 1027
2021
Q1
Sell
-178,488
Closed -$1.02M 2061
2020
Q4
$1.02M Buy
178,488
+77,951
+78% +$445K 0.11% 218
2020
Q3
$669K Buy
+100,537
New +$669K 0.11% 207
2019
Q4
Sell
-27,966
Closed -$10K 1904
2019
Q3
$10K Sell
27,966
-7,036
-20% -$2.52K ﹤0.01% 1351
2019
Q2
$23K Buy
+35,002
New +$23K ﹤0.01% 1314
2018
Q1
Sell
-3,019
Closed -$19K 2681
2017
Q4
$19K Sell
3,019
-5,443
-64% -$34.3K ﹤0.01% 2223
2017
Q3
$64K Buy
+8,462
New +$64K ﹤0.01% 2184