Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
+27,100
New +$110K 0.01% 1029
2023
Q1
Sell
-14,602
Closed -$27K 2170
2022
Q4
$27K Buy
+14,602
New +$27K ﹤0.01% 1205
2022
Q1
Sell
-50,278
Closed -$101K 2111
2021
Q4
$101K Buy
50,278
+27,943
+125% +$56.1K 0.01% 1132
2021
Q3
$64K Buy
22,335
+8,597
+63% +$24.6K 0.01% 1235
2021
Q2
$63K Buy
+13,738
New +$63K 0.01% 1295
2021
Q1
Sell
-28,433
Closed -$82K 2093
2020
Q4
$82K Buy
+28,433
New +$82K 0.01% 1111
2020
Q3
Sell
-50,152
Closed -$175K 1577
2020
Q2
$175K Buy
+50,152
New +$175K 0.02% 752
2019
Q4
$136K Buy
27,773
+6,893
+33% +$33.8K 0.01% 1023
2019
Q3
$48K Buy
20,880
+2,895
+16% +$6.66K ﹤0.01% 1201
2019
Q2
$47K Buy
+17,985
New +$47K ﹤0.01% 1236
2019
Q1
Sell
-13,261
Closed -$45K 1900
2018
Q4
$45K Sell
13,261
-3,822
-22% -$13K ﹤0.01% 1269
2018
Q3
$124K Buy
+17,083
New +$124K 0.01% 1153
2017
Q4
Sell
-49,675
Closed -$211K 3097
2017
Q3
$211K Buy
+49,675
New +$211K 0.01% 1795