Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.4K Buy
1,338
+928
+226% +$66.2K ﹤0.01% 950
2025
Q1
$20.7K Buy
+410
New +$20.7K ﹤0.01% 1296
2024
Q4
Sell
-54
Closed -$2.56K 2685
2024
Q3
$2.56K Hold
54
﹤0.01% 1970
2024
Q2
$2.47K Buy
54
+1
+2% +$46 ﹤0.01% 1890
2024
Q1
$2.3K Hold
53
﹤0.01% 1017
2023
Q4
$2.11K Hold
53
﹤0.01% 1009
2023
Q3
$1.79K Hold
53
﹤0.01% 1034
2023
Q2
$1.77K Buy
53
+1
+2% +$33 ﹤0.01% 1024
2023
Q1
$1.69K Hold
52
﹤0.01% 1010
2022
Q4
$1.44K Buy
+52
New +$1.44K ﹤0.01% 997
2018
Q3
Sell
-207
Closed -$4K 711
2018
Q2
$4K Hold
207
﹤0.01% 406
2018
Q1
$4K Sell
207
-311
-60% -$6.01K ﹤0.01% 394
2017
Q4
$12K Hold
518
0.01% 316
2017
Q3
$11K Buy
518
+311
+150% +$6.6K 0.01% 320
2017
Q2
$5K Buy
207
+115
+125% +$2.78K ﹤0.01% 388
2017
Q1
$1K Hold
92
﹤0.01% 513
2016
Q4
$2K Buy
+92
New +$2K ﹤0.01% 484