Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Buy
262
+1
+0.4% +$43 ﹤0.01% 259
2025
Q1
$11.8K Buy
+261
New +$11.8K ﹤0.01% 237
2024
Q4
Sell
-87
Closed -$3.89K 214
2024
Q3
$3.89K Buy
87
+2
+2% +$89 ﹤0.01% 193
2024
Q2
$3.52K Buy
85
+1
+1% +$41 ﹤0.01% 197
2024
Q1
$3.52K Sell
84
-3,346
-98% -$140K ﹤0.01% 194
2023
Q4
$129K Buy
+3,430
New +$129K 0.12% 81
2019
Q1
Sell
-4,081
Closed -$229K 93
2018
Q4
$229K Buy
+4,081
New +$229K 0.28% 82