Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.9K Sell
68
-2
-3% -$1.79K ﹤0.01% 799
2025
Q1
$47.6K Buy
70
+5
+8% +$3.4K ﹤0.01% 840
2024
Q4
$41K Hold
65
﹤0.01% 855
2024
Q3
$50.3K Hold
65
﹤0.01% 777
2024
Q2
$53.6K Buy
65
+38
+141% +$31.3K ﹤0.01% 734
2024
Q1
$18.9K Buy
27
+17
+170% +$11.9K ﹤0.01% 984
2023
Q4
$5.81K Buy
+10
New +$5.81K ﹤0.01% 1235
2018
Q1
Sell
-39
Closed -$4K 731
2017
Q4
$4K Buy
+39
New +$4K ﹤0.01% 530