Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.1K Buy
731
+55
+8% +$5.8K 0.01% 375
2025
Q1
$75.2K Buy
676
+62
+10% +$6.89K 0.01% 354
2024
Q4
$63.5K Buy
614
+230
+60% +$23.8K 0.01% 341
2024
Q3
$42.9K Buy
384
+66
+21% +$7.38K 0.01% 370
2024
Q2
$28.4K Sell
318
-40
-11% -$3.57K ﹤0.01% 398
2024
Q1
$30.7K Hold
358
0.01% 410
2023
Q4
$29.5K Hold
358
0.01% 397
2023
Q3
$27.5K Hold
358
0.01% 426
2023
Q2
$25K Hold
358
0.01% 436
2023
Q1
$23.1K Sell
358
-5
-1% -$323 ﹤0.01% 448
2022
Q4
$26K Buy
+363
New +$26K 0.01% 435
2018
Q1
Sell
-1,102
Closed -$48K 164
2017
Q4
$48K Hold
1,102
0.02% 297
2017
Q3
$45K Buy
1,102
+802
+267% +$32.8K 0.02% 309
2017
Q2
$12K Buy
+300
New +$12K 0.01% 443
2017
Q1
Sell
-9,210
Closed -$321K 540
2016
Q4
$321K Hold
9,210
0.25% 73
2016
Q3
$331K Hold
9,210
0.28% 75
2016
Q2
$332K Hold
9,210
0.3% 71
2016
Q1
$291K Hold
9,210
0.27% 72
2015
Q4
$276K Buy
+9,210
New +$276K 0.25% 77