Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4K Sell
208
-11
-5% -$708 ﹤0.01% 575
2025
Q1
$15.2K Buy
219
+50
+30% +$3.48K ﹤0.01% 558
2024
Q4
$12.3K Buy
169
+98
+138% +$7.11K ﹤0.01% 515
2024
Q3
$5.96K Buy
+71
New +$5.96K ﹤0.01% 533
2017
Q3
Sell
-135
Closed -$5K 627
2017
Q2
$5K Hold
135
﹤0.01% 559
2017
Q1
$5K Sell
135
-300
-69% -$11.1K ﹤0.01% 427
2016
Q4
$14K Buy
435
+135
+45% +$4.35K 0.01% 348
2016
Q3
$10K Hold
300
0.01% 212
2016
Q2
$9K Hold
300
0.01% 208
2016
Q1
$9K Hold
300
0.01% 227
2015
Q4
$8K Buy
+300
New +$8K 0.01% 279