Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Buy
3,069
+169
+6% +$1.36K ﹤0.01% 2436
2025
Q1
$27.4K Sell
2,900
-1
-0% -$9 ﹤0.01% 2164
2024
Q4
$29.7K Buy
+2,901
New +$29.7K ﹤0.01% 2073
2023
Q1
Sell
-31
Closed -$1K 4413
2022
Q4
$1K Hold
31
﹤0.01% 4503
2022
Q3
$1K Hold
31
﹤0.01% 4699
2022
Q2
$1K Hold
31
﹤0.01% 4469
2022
Q1
$1K Buy
+31
New +$1K ﹤0.01% 4469
2019
Q4
Sell
-31
Closed 3623
2019
Q3
$0 Buy
+31
New ﹤0.01% 3648
2019
Q1
$13K Buy
+3,000
New +$13K ﹤0.01% 1515
2016
Q2
Sell
-3,000
Closed -$13K 4198
2016
Q1
$13K Buy
+3,000
New +$13K ﹤0.01% 1515