Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.8K Hold
1,097
0.01% 419
2025
Q1
$53.2K Sell
1,097
-76
-6% -$3.69K 0.01% 405
2024
Q4
$57.3K Sell
1,173
-443
-27% -$21.6K 0.01% 358
2024
Q3
$100K Buy
1,616
+352
+28% +$21.9K 0.01% 289
2024
Q2
$72.2K Sell
1,264
-28
-2% -$1.6K 0.01% 314
2024
Q1
$74.5K Buy
1,292
+23
+2% +$1.33K 0.01% 321
2023
Q4
$86.7K Sell
1,269
-3
-0.2% -$205 0.02% 292
2023
Q3
$72.4K Sell
1,272
-566
-31% -$32.2K 0.01% 320
2023
Q2
$110K Sell
1,838
-67
-4% -$4K 0.02% 281
2023
Q1
$121K Buy
1,905
+55
+3% +$3.49K 0.03% 270
2022
Q4
$115K Buy
+1,850
New +$115K 0.03% 270
2017
Q4
Sell
-28
Closed -$1K 525
2017
Q3
$1K Hold
28
﹤0.01% 565
2017
Q2
$1K Hold
28
﹤0.01% 655
2017
Q1
$1K Hold
28
﹤0.01% 528
2016
Q4
$1K Buy
+28
New +$1K ﹤0.01% 568