Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.3K Buy
103
+28
+37% +$25.1K 0.01% 216
2025
Q1
$51K Buy
75
+65
+650% +$44.2K ﹤0.01% 232
2024
Q4
$6.3K Buy
+10
New +$6.3K ﹤0.01% 337
2022
Q4
Sell
-2
Closed -$1K 859
2022
Q3
$1K Buy
+2
New +$1K ﹤0.01% 397
2022
Q2
Hold
0
441
2022
Q1
Sell
-20
Closed -$9K 428
2021
Q4
$9K Hold
20
﹤0.01% 286
2021
Q3
$7K Hold
20
﹤0.01% 295
2021
Q2
$6K Hold
20
﹤0.01% 291
2021
Q1
$7K Hold
20
﹤0.01% 263
2020
Q4
$5K Buy
+20
New +$5K ﹤0.01% 291
2016
Q2
Sell
-121
Closed -$9K 383
2016
Q1
$9K Buy
+121
New +$9K ﹤0.01% 297