Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.28K Buy
138
+103
+294% +$6.92K ﹤0.01% 1371
2025
Q1
$2.73K Hold
35
﹤0.01% 1476
2024
Q4
$2.86K Hold
35
﹤0.01% 1504
2024
Q3
$2.71K Hold
35
﹤0.01% 1489
2024
Q2
$2.57K Sell
35
-12
-26% -$880 ﹤0.01% 1490
2024
Q1
$4.07K Buy
47
+35
+292% +$3.03K ﹤0.01% 1430
2023
Q4
$898 Hold
12
﹤0.01% 1509
2023
Q3
$828 Hold
12
﹤0.01% 1542
2023
Q2
$979 Buy
+12
New +$979 ﹤0.01% 1533
2017
Q2
Sell
-30,000
Closed -$1.78M 636
2017
Q1
$1.78M Buy
+30,000
New +$1.78M 0.12% 211