Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.3K Hold
2,800
0.02% 87
2025
Q1
$24.4K Buy
2,800
+1,500
+115% +$13.1K 0.02% 85
2024
Q4
$14K Hold
1,300
0.01% 94
2024
Q3
$13.9K Hold
1,300
0.01% 93
2024
Q2
$21.6K Hold
1,300
0.02% 84
2024
Q1
$14.9K Buy
+1,300
New +$14.9K 0.01% 86
2018
Q4
Sell
-3,000
Closed -$25K 74
2018
Q3
$25K Buy
3,000
+2,000
+200% +$16.7K 0.02% 67
2018
Q2
$13K Hold
1,000
0.01% 71
2018
Q1
$16K Hold
1,000
0.01% 70
2017
Q4
$15K Hold
1,000
0.01% 68
2017
Q3
$15K Buy
+1,000
New +$15K 0.01% 72