Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.91K Sell
93
-1,023
-92% -$76K ﹤0.01% 3320
2025
Q1
$89.6K Sell
1,116
-78
-7% -$6.26K ﹤0.01% 2332
2024
Q4
$93.3K Hold
1,194
﹤0.01% 2303
2024
Q3
$91.4K Sell
1,194
-313
-21% -$24K ﹤0.01% 2225
2024
Q2
$119K Sell
1,507
-3,781
-72% -$300K ﹤0.01% 2065
2024
Q1
$443K Sell
5,288
-129
-2% -$10.8K ﹤0.01% 1418
2023
Q4
$465K Buy
5,417
+1,232
+29% +$106K ﹤0.01% 1318
2023
Q3
$332K Buy
4,185
+672
+19% +$53.3K ﹤0.01% 1374
2023
Q2
$294K Buy
+3,513
New +$294K ﹤0.01% 1459
2023
Q1
Sell
-799
Closed -$56.4K 3589
2022
Q4
$56.4K Buy
+799
New +$56.4K ﹤0.01% 1670
2020
Q1
Sell
-5,060
Closed -$348K 813
2019
Q4
$348K Sell
5,060
-1,707
-25% -$117K 0.01% 621
2019
Q3
$437K Buy
+6,767
New +$437K 0.02% 539
2017
Q3
Sell
-86
Closed -$4.33K 546
2017
Q2
$4.33K Buy
+86
New +$4.33K ﹤0.01% 1174