Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517 Sell
4
-96
-96% -$12.4K ﹤0.01% 1808
2025
Q1
$11.9K Sell
100
-16
-14% -$1.91K ﹤0.01% 1277
2024
Q4
$13.5K Sell
116
-36
-24% -$4.18K ﹤0.01% 1266
2024
Q3
$20.5K Buy
152
+2
+1% +$270 ﹤0.01% 1171
2024
Q2
$20.3K Buy
+150
New +$20.3K ﹤0.01% 1126
2023
Q4
Sell
-1,000
Closed -$91K 1802
2023
Q3
$91K Hold
1,000
﹤0.01% 773
2023
Q2
$113K Buy
+1,000
New +$113K ﹤0.01% 737
2018
Q4
Sell
-2,000
Closed -$160K 1206
2018
Q3
$160K Buy
+2,000
New +$160K 0.01% 681
2017
Q1
Sell
-300
Closed -$15K 1091
2016
Q4
$15K Buy
+300
New +$15K ﹤0.01% 993