Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
1014
2024
Q4
Sell
-17,666
Closed -$60.8K 1134
2024
Q3
$60.8K Buy
+17,666
New +$60.8K ﹤0.01% 792
2024
Q2
Sell
-3,370
Closed -$26.2K 1532
2024
Q1
$26.2K Buy
+3,370
New +$26.2K ﹤0.01% 1199
2023
Q4
Sell
-2,235
Closed -$19.2K 1781
2023
Q3
$19.2K Buy
+2,235
New +$19.2K ﹤0.01% 1293
2023
Q2
Hold
0
1525
2023
Q1
Hold
0
1619
2022
Q4
Hold
0
1759
2022
Q3
Hold
0
1903
2022
Q2
Hold
0
1952
2022
Q1
Hold
0
1985
2021
Q4
Hold
0
2030
2021
Q3
Hold
0
1783
2021
Q2
Hold
0
1720
2021
Q1
Hold
0
1605
2020
Q4
Hold
0
1429
2020
Q3
Hold
0
1112
2020
Q1
Sell
-2,736
Closed -$117K 1173
2019
Q4
$117K Sell
2,736
-2,439
-47% -$104K ﹤0.01% 985
2019
Q3
$185K Buy
5,175
+5,117
+8,822% +$183K ﹤0.01% 753
2019
Q2
$2K Sell
58
-363
-86% -$12.5K ﹤0.01% 1049
2019
Q1
$12K Sell
421
-1,144
-73% -$32.6K ﹤0.01% 1022
2018
Q4
$43K Buy
+1,565
New +$43K ﹤0.01% 1242
2018
Q3
Sell
-58,447
Closed -$956K 1805
2018
Q2
$956K Buy
+58,447
New +$956K 0.01% 550