Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1K Sell
9
-165
-95% -$20.2K ﹤0.01% 513
2025
Q1
$15.9K Sell
174
-132
-43% -$12K ﹤0.01% 389
2024
Q4
$35.3K Hold
306
﹤0.01% 325
2024
Q3
$36.3K Hold
306
﹤0.01% 324
2024
Q2
$42.2K Buy
306
+165
+117% +$22.8K ﹤0.01% 300
2024
Q1
$16.1K Sell
141
-7
-5% -$799 ﹤0.01% 380
2023
Q4
$11.3K Hold
148
﹤0.01% 404
2023
Q3
$10.2K Hold
148
﹤0.01% 419
2023
Q2
$8.01K Hold
148
﹤0.01% 447
2023
Q1
$5.95K Hold
148
﹤0.01% 450
2022
Q4
$6K Hold
148
﹤0.01% 454
2022
Q3
$5K Hold
148
﹤0.01% 461
2022
Q2
$7K Buy
+148
New +$7K ﹤0.01% 440
2017
Q1
Sell
-17,663
Closed -$272K 140
2016
Q4
$272K Sell
17,663
-139
-0.8% -$2.14K 0.06% 128
2016
Q3
$239K Buy
+17,802
New +$239K 0.06% 125