Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.8K Hold
11
﹤0.01% 403
2025
Q1
$41.9K Sell
11
-13
-54% -$49.6K 0.01% 389
2024
Q4
$76.8K Sell
24
-7
-23% -$22.4K 0.01% 346
2024
Q3
$97.7K Hold
31
0.01% 328
2024
Q2
$91.9K Sell
31
-15
-33% -$44.5K 0.01% 316
2024
Q1
$145K Sell
46
-14
-23% -$44.1K 0.02% 272
2023
Q4
$155K Buy
+60
New +$155K 0.02% 264
2019
Q4
Sell
-548
Closed -$594K 198
2019
Q3
$594K Buy
+548
New +$594K 0.13% 125
2019
Q2
Sell
-559
Closed -$572K 133
2019
Q1
$572K Buy
+559
New +$572K 0.21% 79
2018
Q1
Sell
-299
Closed -$213K 151
2017
Q4
$213K Buy
+299
New +$213K 0.09% 137