Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.3K Buy
929
+43
+5% +$4.09K 0.01% 351
2025
Q1
$86.3K Buy
886
+336
+61% +$32.7K 0.01% 335
2024
Q4
$57.2K Buy
550
+84
+18% +$8.74K 0.01% 359
2024
Q3
$46K Buy
466
+103
+28% +$10.2K 0.01% 365
2024
Q2
$37.4K Hold
363
0.01% 378
2024
Q1
$45K Hold
363
0.01% 384
2023
Q4
$35.4K Hold
363
0.01% 387
2023
Q3
$30.9K Sell
363
-30
-8% -$2.55K 0.01% 413
2023
Q2
$32.9K Hold
393
0.01% 409
2023
Q1
$28.8K Buy
393
+51
+15% +$3.73K 0.01% 429
2022
Q4
$23K Buy
+342
New +$23K 0.01% 443
2018
Q1
Sell
-270
Closed -$13K 373
2017
Q4
$13K Hold
270
0.01% 418
2017
Q3
$13K Sell
270
-188
-41% -$9.05K 0.01% 436
2017
Q2
$20K Buy
458
+270
+144% +$11.8K 0.01% 381
2017
Q1
$8K Hold
188
0.01% 361
2016
Q4
$8K Buy
+188
New +$8K 0.01% 389