Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-49
Closed -$18K 862
2025
Q1
$18K Hold
49
﹤0.01% 535
2024
Q4
$19.8K Hold
49
﹤0.01% 473
2024
Q3
$24.7K Hold
49
﹤0.01% 424
2024
Q2
$21.1K Hold
49
﹤0.01% 428
2024
Q1
$18.6K Hold
49
﹤0.01% 454
2023
Q4
$15.9K Sell
49
-8
-14% -$2.59K ﹤0.01% 449
2023
Q3
$17.9K Hold
57
﹤0.01% 467
2023
Q2
$19.4K Buy
57
+32
+128% +$10.9K ﹤0.01% 451
2023
Q1
$7.41K Buy
+25
New +$7.41K ﹤0.01% 531
2016
Q1
Sell
-17
Closed -$2K 277
2015
Q4
$2K Buy
+17
New +$2K ﹤0.01% 323