Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.3K Sell
284
-65
-19% -$6.02K ﹤0.01% 1536
2025
Q1
$16.9K Sell
349
-23
-6% -$1.12K ﹤0.01% 1371
2024
Q4
$18.2K Buy
372
+360
+3,000% +$17.6K ﹤0.01% 1247
2024
Q3
$722 Hold
12
﹤0.01% 2336
2024
Q2
$664 Hold
12
﹤0.01% 2281
2024
Q1
$671 Buy
12
+1
+9% +$56 ﹤0.01% 1210
2023
Q4
$775 Hold
11
﹤0.01% 1166
2023
Q3
$645 Hold
11
﹤0.01% 1208
2023
Q2
$658 Hold
11
﹤0.01% 1171
2023
Q1
$700 Hold
11
﹤0.01% 1148
2022
Q4
$665 Hold
11
﹤0.01% 1139
2022
Q3
$1K Buy
+11
New +$1K ﹤0.01% 1039
2018
Q3
Sell
-3,578
Closed -$159K 628
2018
Q2
$159K Hold
3,578
0.07% 113
2018
Q1
$141K Buy
3,578
+63
+2% +$2.48K 0.07% 110
2017
Q4
$144K Buy
3,515
+174
+5% +$7.13K 0.06% 123
2017
Q3
$120K Sell
3,341
-29
-0.9% -$1.04K 0.06% 131
2017
Q2
$107K Buy
3,370
+1,741
+107% +$55.3K 0.05% 150
2017
Q1
$52K Buy
1,629
+621
+62% +$19.8K 0.03% 197
2016
Q4
$32K Buy
+1,008
New +$32K 0.02% 211