Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.6K Buy
1,860
+28
+2% +$807 0.01% 418
2025
Q1
$49.7K Sell
1,832
-128
-7% -$3.47K 0.01% 411
2024
Q4
$56K Sell
1,960
-226
-10% -$6.45K 0.01% 365
2024
Q3
$69.4K Buy
2,186
+86
+4% +$2.73K 0.01% 329
2024
Q2
$67.7K Sell
2,100
-53
-2% -$1.71K 0.01% 321
2024
Q1
$80.2K Buy
2,153
+42
+2% +$1.56K 0.01% 313
2023
Q4
$65.3K Sell
2,111
-14
-0.7% -$433 0.01% 328
2023
Q3
$71.5K Sell
2,125
-108
-5% -$3.63K 0.01% 322
2023
Q2
$67.7K Sell
2,233
-14
-0.6% -$424 0.01% 335
2023
Q1
$59.5K Buy
2,247
+92
+4% +$2.44K 0.01% 351
2022
Q4
$49K Buy
+2,155
New +$49K 0.01% 371
2017
Q4
Sell
-60
Closed -$2K 541
2017
Q3
$2K Hold
60
﹤0.01% 557
2017
Q2
$2K Hold
60
﹤0.01% 638
2017
Q1
$2K Hold
60
﹤0.01% 509
2016
Q4
$2K Buy
+60
New +$2K ﹤0.01% 547