Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.9K Hold
705
﹤0.01% 381
2025
Q1
$57.4K Sell
705
-59
-8% -$4.81K ﹤0.01% 377
2024
Q4
$55.8K Hold
764
﹤0.01% 389
2024
Q3
$45.4K Buy
764
+106
+16% +$6.3K ﹤0.01% 412
2024
Q2
$33.7K Hold
658
﹤0.01% 452
2024
Q1
$35.3K Buy
+658
New +$35.3K ﹤0.01% 435
2015
Q4
Sell
-1,634
Closed -$52K 488
2015
Q3
$52K Buy
1,634
+10
+0.6% +$318 0.01% 177
2015
Q2
$58K Buy
1,624
+860
+113% +$30.7K 0.01% 170
2015
Q1
$26K Buy
+764
New +$26K 0.01% 242