Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.3K Hold
257
﹤0.01% 936
2025
Q1
$9.49K Buy
257
+32
+14% +$1.18K ﹤0.01% 868
2024
Q4
$9.19K Hold
225
﹤0.01% 941
2024
Q3
$11.3K Buy
225
+14
+7% +$704 ﹤0.01% 832
2024
Q2
$9.21K Hold
211
﹤0.01% 841
2024
Q1
$9.16K Buy
211
+39
+23% +$1.69K ﹤0.01% 870
2023
Q4
$7.15K Buy
+172
New +$7.15K ﹤0.01% 908
2017
Q3
Sell
-6,217
Closed -$241K 1249
2017
Q2
$241K Sell
6,217
-2,055
-25% -$79.7K ﹤0.01% 707
2017
Q1
$282K Buy
8,272
+1,822
+28% +$62.1K ﹤0.01% 730
2016
Q4
$207K Buy
+6,450
New +$207K ﹤0.01% 803