Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555 Hold
47
﹤0.01% 587
2025
Q1
$728 Buy
47
+1
+2% +$15 ﹤0.01% 526
2024
Q4
$1K Hold
46
﹤0.01% 472
2024
Q3
$927 Sell
46
-3,000
-98% -$60.5K ﹤0.01% 479
2024
Q2
$41.1K Hold
3,046
0.01% 237
2024
Q1
$46.7K Hold
3,046
0.01% 228
2023
Q4
$57.3K Buy
3,046
+1
+0% +$19 0.02% 225
2023
Q3
$53.8K Sell
3,045
-49
-2% -$866 0.02% 230
2023
Q2
$59.1K Buy
3,094
+94
+3% +$1.8K 0.02% 235
2023
Q1
$68.7K Buy
+3,000
New +$68.7K 0.02% 233
2020
Q1
Sell
-50
Closed -$5K 383
2019
Q4
$5K Hold
50
﹤0.01% 267
2019
Q3
$4K Hold
50
﹤0.01% 309
2019
Q2
$4K Sell
50
-3
-6% -$240 ﹤0.01% 320
2019
Q1
$4K Hold
53
﹤0.01% 293
2018
Q4
$4K Buy
+53
New +$4K ﹤0.01% 299