Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.8K Sell
903
-1,630
-64% -$17.7K ﹤0.01% 616
2025
Q1
$25.4K Buy
2,533
+1,882
+289% +$18.9K ﹤0.01% 490
2024
Q4
$6.45K Buy
651
+440
+209% +$4.36K ﹤0.01% 574
2024
Q3
$2.23K Buy
+211
New +$2.23K ﹤0.01% 655
2024
Q2
Sell
-190
Closed -$2.52K 564
2024
Q1
$2.52K Hold
190
﹤0.01% 552
2023
Q4
$2.32K Sell
190
-355
-65% -$4.33K ﹤0.01% 564
2023
Q3
$6.77K Sell
545
-196
-26% -$2.43K ﹤0.01% 553
2023
Q2
$11.2K Sell
741
-119
-14% -$1.8K ﹤0.01% 500
2023
Q1
$10.8K Buy
860
+196
+30% +$2.47K ﹤0.01% 507
2022
Q4
$8K Buy
+664
New +$8K ﹤0.01% 509
2017
Q3
Sell
-245
Closed -$3K 602
2017
Q2
$3K Buy
245
+60
+32% +$735 ﹤0.01% 605
2017
Q1
$2K Hold
185
﹤0.01% 507
2016
Q4
$2K Buy
+185
New +$2K ﹤0.01% 545