Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.5K Sell
310
-150
-33% -$41.4K 0.01% 340
2025
Q1
$77K Buy
460
+9
+2% +$1.51K 0.01% 335
2024
Q4
$105K Buy
451
+50
+12% +$11.6K 0.01% 309
2024
Q3
$69.2K Buy
401
+1
+0.3% +$173 0.01% 364
2024
Q2
$64.5K Buy
400
+30
+8% +$4.83K 0.01% 348
2024
Q1
$49K Buy
370
+60
+19% +$7.95K 0.01% 374
2023
Q4
$34.6K Buy
+310
New +$34.6K 0.01% 381
2018
Q1
Sell
-9,810
Closed -$252K 149
2017
Q4
$252K Buy
9,810
+320
+3% +$8.22K 0.11% 129
2017
Q3
$230K Buy
+9,490
New +$230K 0.1% 129
2017
Q2
Sell
-9,390
Closed -$206K 124
2017
Q1
$206K Buy
+9,390
New +$206K 0.1% 99