Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.1K Buy
504
+45
+10% +$3.67K 0.01% 439
2025
Q1
$45.5K Buy
459
+214
+87% +$21.2K 0.01% 421
2024
Q4
$24.6K Buy
245
+43
+21% +$4.32K ﹤0.01% 439
2024
Q3
$18.4K Buy
202
+70
+53% +$6.38K ﹤0.01% 447
2024
Q2
$10.8K Hold
132
﹤0.01% 473
2024
Q1
$10.6K Hold
132
﹤0.01% 495
2023
Q4
$9.27K Sell
132
-445
-77% -$31.2K ﹤0.01% 496
2023
Q3
$36.6K Sell
577
-12
-2% -$761 0.01% 400
2023
Q2
$36.4K Buy
589
+116
+25% +$7.16K 0.01% 397
2023
Q1
$30.1K Buy
473
+321
+211% +$20.4K 0.01% 423
2022
Q4
$10K Buy
+152
New +$10K ﹤0.01% 499
2018
Q1
Sell
-600
Closed -$32K 365
2017
Q4
$32K Hold
600
0.01% 341
2017
Q3
$33K Buy
600
+330
+122% +$18.2K 0.02% 345
2017
Q2
$14K Buy
270
+210
+350% +$10.9K 0.01% 425
2017
Q1
$3K Hold
60
﹤0.01% 492
2016
Q4
$3K Buy
+60
New +$3K ﹤0.01% 523