Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7K Buy
490
+143
+41% +$3.13K ﹤0.01% 597
2025
Q1
$6.8K Hold
347
﹤0.01% 632
2024
Q4
$5.44K Sell
347
-80
-19% -$1.25K ﹤0.01% 591
2024
Q3
$7.75K Buy
+427
New +$7.75K ﹤0.01% 517
2023
Q2
Sell
-3,199
Closed -$38K 685
2023
Q1
$38K Hold
3,199
0.01% 402
2022
Q4
$39K Buy
+3,199
New +$39K 0.01% 394
2018
Q1
Sell
-160
Closed -$3K 303
2017
Q4
$3K Hold
160
﹤0.01% 494
2017
Q3
$3K Hold
160
﹤0.01% 547
2017
Q2
$3K Hold
160
﹤0.01% 609
2017
Q1
$2K Hold
160
﹤0.01% 510
2016
Q4
$2K Sell
160
-3,715
-96% -$46.4K ﹤0.01% 549
2016
Q3
$48K Hold
3,875
0.04% 156
2016
Q2
$40K Hold
3,875
0.04% 162
2016
Q1
$46K Hold
3,875
0.04% 165
2015
Q4
$52K Buy
+3,875
New +$52K 0.05% 170