Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Sell
190
-141
-43% -$5.2K ﹤0.01% 1949
2025
Q1
$12K Buy
331
+28
+9% +$1.02K ﹤0.01% 1719
2024
Q4
$12K Buy
303
+157
+108% +$6.22K ﹤0.01% 1703
2024
Q3
$5K Buy
146
+90
+161% +$3.08K ﹤0.01% 1963
2024
Q2
$2K Hold
56
﹤0.01% 1980
2024
Q1
$2K Hold
56
﹤0.01% 1986
2023
Q4
$3K Hold
56
﹤0.01% 1989
2023
Q3
$2K Hold
56
﹤0.01% 2035
2023
Q2
$2K Buy
+56
New +$2K ﹤0.01% 2090
2023
Q1
Hold
0
2189
2022
Q4
Hold
0
2251
2019
Q4
Sell
-27
Closed -$1K 1788
2019
Q3
$1K Buy
+27
New +$1K ﹤0.01% 1695
2015
Q3
Sell
-119
Closed -$5K 1760
2015
Q2
$5K Buy
+119
New +$5K ﹤0.01% 1371
2014
Q3
Sell
-227
Closed -$17K 1407
2014
Q2
$17K Buy
+227
New +$17K ﹤0.01% 1043