Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.8K Sell
45
-53
-54% -$12.7K ﹤0.01% 746
2025
Q1
$22.9K Buy
98
+53
+118% +$12.4K ﹤0.01% 669
2024
Q4
$11.6K Hold
45
﹤0.01% 766
2024
Q3
$11K Buy
+45
New +$11K ﹤0.01% 754
2019
Q4
Sell
-3,000
Closed -$510K 197
2019
Q3
$510K Hold
3,000
0.03% 133
2019
Q2
$617K Hold
3,000
0.04% 127
2019
Q1
$579K Buy
3,000
+1,000
+50% +$193K 0.04% 136
2018
Q4
$319K Hold
2,000
0.02% 159
2018
Q3
$292K Buy
+2,000
New +$292K 0.02% 175