Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.9K Hold
1,820
0.05% 178
2025
Q1
$60.2K Buy
1,820
+670
+58% +$22.2K 0.04% 205
2024
Q4
$44.1K Sell
1,150
-5
-0.4% -$192 0.03% 229
2024
Q3
$38.6K Sell
1,155
-250
-18% -$8.36K 0.02% 237
2024
Q2
$41.4K Hold
1,405
0.03% 237
2024
Q1
$40.2K Sell
1,405
-459
-25% -$13.1K 0.03% 237
2023
Q4
$42.8K Hold
1,864
0.03% 227
2023
Q3
$37.9K Hold
1,864
0.03% 299
2023
Q2
$38.8K Sell
1,864
-1,361
-42% -$28.4K 0.03% 304
2023
Q1
$55.9K Hold
3,225
0.04% 292
2022
Q4
$52.1K Hold
3,225
0.04% 286
2022
Q3
$40K Hold
3,225
0.03% 289
2022
Q2
$35K Buy
+3,225
New +$35K 0.03% 300
2016
Q3
Sell
-597
Closed -$5K 285
2016
Q2
$5K Sell
597
-38,258
-98% -$320K ﹤0.01% 230
2016
Q1
$353K Buy
+38,855
New +$353K 0.09% 113