Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85K Sell
1,239
-97
-7% -$6.65K ﹤0.01% 1411
2025
Q1
$86.4K Sell
1,336
-115
-8% -$7.43K ﹤0.01% 1313
2024
Q4
$153K Buy
1,451
+153
+12% +$16.2K ﹤0.01% 1165
2024
Q3
$131K Sell
1,298
-116
-8% -$11.7K ﹤0.01% 1106
2024
Q2
$150K Buy
1,414
+199
+16% +$21.1K ﹤0.01% 1046
2024
Q1
$171K Buy
+1,215
New +$171K ﹤0.01% 965
2022
Q2
Sell
-5
Closed 1636
2022
Q1
$0 Buy
+5
New ﹤0.01% 1708
2019
Q1
Sell
-4
Closed 1479
2018
Q4
$0 Buy
+4
New ﹤0.01% 1516
2018
Q1
Sell
-82
Closed -$11K 1858
2017
Q4
$11K Buy
82
+76
+1,267% +$10.2K ﹤0.01% 1104
2017
Q3
$1K Buy
+6
New +$1K ﹤0.01% 1389
2016
Q1
Sell
-59
Closed -$4K 1358
2015
Q4
$4K Buy
59
+41
+228% +$2.78K ﹤0.01% 1010
2015
Q3
$2K Buy
+18
New +$2K ﹤0.01% 644