Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.2K Buy
2,463
+946
+62% +$33.1K ﹤0.01% 1001
2025
Q1
$57.6K Buy
1,517
+952
+168% +$36.1K ﹤0.01% 908
2024
Q4
$29K Buy
565
+82
+17% +$4.22K ﹤0.01% 1071
2024
Q3
$24.7K Buy
483
+19
+4% +$972 ﹤0.01% 993
2024
Q2
$21.3K Sell
464
-3
-0.6% -$138 ﹤0.01% 946
2024
Q1
$22.2K Buy
467
+90
+24% +$4.27K ﹤0.01% 650
2023
Q4
$18K Buy
377
+18
+5% +$858 ﹤0.01% 671
2023
Q3
$16K Sell
359
-33
-8% -$1.47K ﹤0.01% 628
2023
Q2
$20.5K Buy
392
+108
+38% +$5.65K ﹤0.01% 583
2023
Q1
$16.9K Buy
+284
New +$16.9K ﹤0.01% 606
2018
Q3
Sell
-26
Closed -$2K 742
2018
Q2
$2K Buy
+26
New +$2K ﹤0.01% 453
2018
Q1
Sell
-244
Closed -$22K 494
2017
Q4
$22K Buy
244
+176
+259% +$15.9K 0.01% 276
2017
Q3
$6K Sell
68
-85
-56% -$7.5K ﹤0.01% 364
2017
Q2
$16K Sell
153
-26
-15% -$2.72K 0.01% 319
2017
Q1
$19K Buy
179
+41
+30% +$4.35K 0.01% 288
2016
Q4
$15K Buy
+138
New +$15K 0.01% 289