Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Buy
1,935
+234
+14% +$1.21K ﹤0.01% 657
2025
Q1
$8.96K Sell
1,701
-234
-12% -$1.23K ﹤0.01% 570
2024
Q4
$8.57K Sell
1,935
-54
-3% -$239 ﹤0.01% 602
2024
Q3
$8.69K Buy
1,989
+94
+5% +$411 ﹤0.01% 557
2024
Q2
$7.16K Buy
1,895
+194
+11% +$733 ﹤0.01% 575
2024
Q1
$6.02K Hold
1,701
﹤0.01% 595
2023
Q4
$5.82K Sell
1,701
-6
-0.4% -$21 ﹤0.01% 602
2023
Q3
$6.38K Hold
1,707
﹤0.01% 564
2023
Q2
$7.1K Buy
+1,707
New +$7.1K ﹤0.01% 559
2021
Q2
Sell
-32,396
Closed -$128K 243
2021
Q1
$128K Buy
+32,396
New +$128K 0.01% 227
2013
Q4
Sell
-83,710
Closed -$545K 103
2013
Q3
$545K Sell
83,710
-800
-0.9% -$5.21K 0.09% 69
2013
Q2
$316K Buy
+84,510
New +$316K 0.05% 77