Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.3K Buy
308
+33
+12% +$5.18K ﹤0.01% 943
2025
Q1
$35.5K Sell
275
-7
-2% -$904 ﹤0.01% 875
2024
Q4
$40.3K Buy
282
+7
+3% +$1K ﹤0.01% 914
2024
Q3
$41.1K Hold
275
﹤0.01% 837
2024
Q2
$35.5K Buy
+275
New +$35.5K ﹤0.01% 816
2020
Q4
Sell
-35
Closed -$2K 1121
2020
Q3
$2K Hold
35
﹤0.01% 896
2020
Q2
$2K Buy
+35
New +$2K ﹤0.01% 894
2020
Q1
Sell
-276
Closed -$20K 1196
2019
Q4
$20K Hold
276
﹤0.01% 798
2019
Q3
$17K Hold
276
﹤0.01% 818
2019
Q2
$18K Hold
276
﹤0.01% 756
2019
Q1
$16K Buy
+276
New +$16K ﹤0.01% 765
2018
Q1
Sell
-4,560
Closed -$243K 963
2017
Q4
$243K Buy
+4,560
New +$243K ﹤0.01% 321
2014
Q1
Sell
-544
Closed -$24K 804
2013
Q4
$24K Buy
+544
New +$24K ﹤0.01% 527