Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26K Buy
54
+18
+50% +$752 ﹤0.01% 780
2025
Q1
$1.52K Hold
36
﹤0.01% 796
2024
Q4
$1.75K Buy
36
+12
+50% +$583 ﹤0.01% 697
2024
Q3
$1.58K Hold
24
﹤0.01% 682
2024
Q2
$1.38K Hold
24
﹤0.01% 548
2024
Q1
$1.53K Sell
24
-50
-68% -$3.19K ﹤0.01% 562
2023
Q4
$4.67K Sell
74
-484
-87% -$30.5K ﹤0.01% 534
2023
Q3
$37.4K Sell
558
-53
-9% -$3.55K 0.01% 399
2023
Q2
$63.8K Hold
611
0.01% 342
2023
Q1
$74.6K Buy
611
+23
+4% +$2.81K 0.02% 328
2022
Q4
$73K Buy
+588
New +$73K 0.02% 320
2017
Q4
Sell
-98
Closed -$8K 539
2017
Q3
$8K Sell
98
-98
-50% -$8K ﹤0.01% 484
2017
Q2
$12K Buy
196
+98
+100% +$6K 0.01% 449
2017
Q1
$6K Hold
98
﹤0.01% 394
2016
Q4
$5K Buy
+98
New +$5K ﹤0.01% 459