Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Sell
1,359
-150
-10% -$18.4K 0.01% 724
2025
Q1
$138K Buy
1,509
+1,334
+762% +$122K 0.01% 623
2024
Q4
$20.2K Buy
175
+8
+5% +$922 ﹤0.01% 1207
2024
Q3
$19.8K Hold
167
﹤0.01% 1090
2024
Q2
$23K Buy
+167
New +$23K ﹤0.01% 917
2018
Q3
Sell
-167
Closed -$3K 642
2018
Q2
$3K Sell
167
-18
-10% -$323 ﹤0.01% 417
2018
Q1
$3K Buy
185
+28
+18% +$454 ﹤0.01% 403
2017
Q4
$3K Hold
157
﹤0.01% 402
2017
Q3
$3K Sell
157
-114
-42% -$2.18K ﹤0.01% 399
2017
Q2
$5K Buy
271
+239
+747% +$4.41K ﹤0.01% 385
2017
Q1
$0 Hold
32
﹤0.01% 534
2016
Q4
$0 Buy
+32
New ﹤0.01% 543