Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.8K Buy
65
+6
+10% +$2.11K ﹤0.01% 515
2025
Q1
$18.7K Buy
59
+19
+48% +$6.02K ﹤0.01% 529
2024
Q4
$13.5K Buy
40
+7
+21% +$2.36K ﹤0.01% 506
2024
Q3
$10.5K Buy
33
+4
+14% +$1.28K ﹤0.01% 490
2024
Q2
$9.32K Hold
29
﹤0.01% 487
2024
Q1
$10.1K Hold
29
﹤0.01% 498
2023
Q4
$10.5K Hold
29
﹤0.01% 485
2023
Q3
$8.63K Sell
29
-3
-9% -$893 ﹤0.01% 535
2023
Q2
$10.6K Hold
32
﹤0.01% 504
2023
Q1
$10.7K Buy
32
+29
+967% +$9.65K ﹤0.01% 509
2022
Q4
$1K Buy
+3
New +$1K ﹤0.01% 592
2017
Q1
Sell
-60
Closed -$6K 542
2016
Q4
$6K Buy
+60
New +$6K ﹤0.01% 425