Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68K Hold
231
﹤0.01% 773
2025
Q1
$61.5K Sell
231
-88
-28% -$23.4K ﹤0.01% 755
2024
Q4
$80.2K Sell
319
-38
-11% -$9.56K 0.01% 656
2024
Q3
$78.6K Sell
357
-33
-8% -$7.27K 0.01% 651
2024
Q2
$67.2K Buy
390
+185
+90% +$31.9K 0.01% 672
2024
Q1
$38.9K Buy
+205
New +$38.9K ﹤0.01% 791
2019
Q1
Sell
-15
Closed -$2K 590
2018
Q4
$2K Sell
15
-9
-38% -$1.2K ﹤0.01% 513
2018
Q3
$5K Sell
24
-69
-74% -$14.4K ﹤0.01% 524
2018
Q2
$16K Buy
+93
New +$16K 0.01% 389
2017
Q1
Sell
-214
Closed -$31K 766
2016
Q4
$31K Buy
+214
New +$31K 0.03% 271