Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
+1,468
New +$568K 0.08% 91
2024
Q1
Sell
-24
Closed -$14.3K 154
2023
Q4
$14.3K Buy
24
+1
+4% +$597 ﹤0.01% 372
2023
Q3
$11.7K Hold
23
﹤0.01% 387
2023
Q2
$11.2K Hold
23
﹤0.01% 389
2023
Q1
$8.87K Sell
23
-6
-21% -$2.31K ﹤0.01% 441
2022
Q4
$9.76K Sell
29
-3
-9% -$1.01K ﹤0.01% 470
2022
Q3
$8K Buy
32
+9
+39% +$2.25K ﹤0.01% 466
2022
Q2
$8K Buy
23
+13
+130% +$4.52K ﹤0.01% 474
2022
Q1
$5K Buy
10
+3
+43% +$1.5K ﹤0.01% 502
2021
Q4
$4K Buy
+7
New +$4K ﹤0.01% 614
2018
Q3
Sell
-99
Closed -$24K 461
2018
Q2
$24K Sell
99
-1
-1% -$242 0.01% 322
2018
Q1
$22K Buy
+100
New +$22K 0.01% 336