Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.9K Sell
270
-211
-44% -$27.3K ﹤0.01% 459
2025
Q1
$57.5K Buy
481
+229
+91% +$27.4K 0.01% 395
2024
Q4
$29.2K Buy
252
+20
+9% +$2.32K ﹤0.01% 419
2024
Q3
$31.3K Hold
232
﹤0.01% 404
2024
Q2
$31.5K Hold
232
0.01% 390
2024
Q1
$30K Hold
232
0.01% 411
2023
Q4
$26.5K Hold
232
﹤0.01% 407
2023
Q3
$21.1K Sell
232
-10
-4% -$910 ﹤0.01% 453
2023
Q2
$27.3K Hold
242
0.01% 426
2023
Q1
$25.3K Hold
242
0.01% 442
2022
Q4
$27K Buy
+242
New +$27K 0.01% 434
2018
Q1
Sell
-265
Closed -$18K 464
2017
Q4
$18K Hold
265
0.01% 398
2017
Q3
$17K Sell
265
-100
-27% -$6.42K 0.01% 415
2017
Q2
$20K Buy
365
+265
+265% +$14.5K 0.01% 386
2017
Q1
$5K Hold
100
﹤0.01% 436
2016
Q4
$5K Buy
+100
New +$5K ﹤0.01% 470