Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$587 Hold
24
﹤0.01% 973
2025
Q1
$665 Hold
24
﹤0.01% 971
2024
Q4
$783 Hold
24
﹤0.01% 993
2024
Q3
$861 Hold
24
﹤0.01% 1023
2024
Q2
$840 Sell
24
-14
-37% -$490 ﹤0.01% 1025
2024
Q1
$1.15K Hold
38
﹤0.01% 974
2023
Q4
$1.14K Buy
38
+14
+58% +$421 ﹤0.01% 926
2023
Q3
$617 Hold
24
﹤0.01% 963
2023
Q2
$738 Hold
24
﹤0.01% 981
2023
Q1
$704 Buy
+24
New +$704 ﹤0.01% 978
2019
Q4
Sell
-211
Closed -$3.99K 911
2019
Q3
$3.99K Sell
211
-98
-32% -$1.85K ﹤0.01% 661
2019
Q2
$6.43K Sell
309
-281
-48% -$5.85K ﹤0.01% 582
2019
Q1
$11.5K Sell
590
-121
-17% -$2.35K 0.01% 463
2018
Q4
$14.5K Sell
711
-278
-28% -$5.69K 0.01% 407
2018
Q3
$25.5K Buy
989
+27
+3% +$696 0.02% 339
2018
Q2
$21.8K Buy
962
+28
+3% +$636 0.02% 358
2018
Q1
$20.5K Buy
934
+434
+87% +$9.51K 0.02% 341
2017
Q4
$10.5K Buy
500
+200
+67% +$4.2K 0.01% 425
2017
Q3
$5.99K Buy
300
+200
+200% +$3.99K 0.01% 496
2017
Q2
$1.75K Hold
100
﹤0.01% 544
2017
Q1
$1.79K Buy
+100
New +$1.79K ﹤0.01% 513