Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77K Sell
337
-260
-44% -$59.4K ﹤0.01% 1380
2025
Q1
$146K Buy
597
+49
+9% +$12K ﹤0.01% 1264
2024
Q4
$133K Buy
548
+103
+23% +$25K ﹤0.01% 1363
2024
Q3
$115K Buy
445
+99
+29% +$25.6K ﹤0.01% 1200
2024
Q2
$76K Hold
346
﹤0.01% 1349
2024
Q1
$88K Buy
346
+9
+3% +$2.29K ﹤0.01% 1194
2023
Q4
$81K Sell
337
-33
-9% -$7.93K ﹤0.01% 1192
2023
Q3
$75K Sell
370
-657
-64% -$133K ﹤0.01% 1148
2023
Q2
$194K Sell
1,027
-74
-7% -$14K ﹤0.01% 945
2023
Q1
$196K Sell
1,101
-85
-7% -$15.1K ﹤0.01% 981
2022
Q4
$191K Hold
1,186
﹤0.01% 983
2022
Q3
$208K Hold
1,186
﹤0.01% 955
2022
Q2
$239K Buy
+1,186
New +$239K ﹤0.01% 938
2019
Q4
Sell
-9,169
Closed -$1.68M 1550
2019
Q3
$1.68M Hold
9,169
0.01% 692
2019
Q2
$1.46M Hold
9,169
0.01% 709
2019
Q1
$1.55M Buy
+9,169
New +$1.55M 0.01% 697