Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.1K Buy
1,763
+84
+5% +$2.06K 0.01% 434
2025
Q1
$46.5K Buy
1,679
+1,148
+216% +$31.8K 0.01% 414
2024
Q4
$17.3K Buy
531
+300
+130% +$9.79K ﹤0.01% 487
2024
Q3
$8.29K Buy
+231
New +$8.29K ﹤0.01% 513
2023
Q3
Sell
-217
Closed -$6.66K 765
2023
Q2
$6.66K Sell
217
-1,250
-85% -$38.4K ﹤0.01% 532
2023
Q1
$43.1K Buy
1,467
+42
+3% +$1.23K 0.01% 388
2022
Q4
$38K Buy
+1,425
New +$38K 0.01% 399
2018
Q1
Sell
-2,740
Closed -$58K 295
2017
Q4
$58K Hold
2,740
0.03% 279
2017
Q3
$55K Buy
2,740
+2,085
+318% +$41.9K 0.03% 290
2017
Q2
$11K Buy
655
+320
+96% +$5.37K 0.01% 460
2017
Q1
$6K Hold
335
﹤0.01% 396
2016
Q4
$5K Buy
+335
New +$5K ﹤0.01% 460