Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.9K Buy
871
+622
+250% +$29.9K ﹤0.01% 308
2025
Q1
$12.1K Buy
249
+99
+66% +$4.81K ﹤0.01% 487
2024
Q4
$7.33K Buy
+150
New +$7.33K ﹤0.01% 309
2024
Q2
Hold
0
369
2024
Q1
Hold
0
450
2023
Q2
Sell
-218
Closed -$13.8K 870
2023
Q1
$13.8K Hold
218
﹤0.01% 313
2022
Q4
$13.5K Buy
+218
New +$13.5K ﹤0.01% 258
2020
Q3
Sell
-57
Closed -$3K 329
2020
Q2
$3K Buy
+57
New +$3K ﹤0.01% 284
2013
Q3
Sell
-355
Closed -$17K 242
2013
Q2
$17K Buy
+355
New +$17K 0.01% 144