Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.41K Sell
51
-393
-89% -$49.4K ﹤0.01% 667
2025
Q1
$60.8K Buy
444
+319
+255% +$43.7K 0.01% 388
2024
Q4
$19.1K Buy
125
+21
+20% +$3.21K ﹤0.01% 476
2024
Q3
$20.2K Buy
104
+33
+46% +$6.4K ﹤0.01% 444
2024
Q2
$16.5K Hold
71
﹤0.01% 448
2024
Q1
$15.3K Hold
71
﹤0.01% 467
2023
Q4
$18.4K Hold
71
﹤0.01% 440
2023
Q3
$18.2K Sell
71
-37
-34% -$9.51K ﹤0.01% 463
2023
Q2
$30.8K Hold
108
0.01% 415
2023
Q1
$30K Buy
108
+16
+17% +$4.45K 0.01% 424
2022
Q4
$25K Buy
+92
New +$25K 0.01% 438
2018
Q1
Sell
-143
Closed -$46K 190
2017
Q4
$46K Sell
143
-9
-6% -$2.9K 0.02% 304
2017
Q3
$48K Sell
152
-118
-44% -$37.3K 0.02% 305
2017
Q2
$73K Buy
270
+82
+44% +$22.2K 0.05% 206
2017
Q1
$51K Hold
188
0.04% 215
2016
Q4
$53K Buy
+188
New +$53K 0.04% 204
2016
Q3
Sell
-12
Closed -$3K 247
2016
Q2
$3K Buy
+12
New +$3K ﹤0.01% 253