Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.4K Buy
324
+53
+20% +$5.47K ﹤0.01% 1375
2025
Q1
$25.1K Buy
271
+52
+24% +$4.81K ﹤0.01% 1465
2024
Q4
$20.5K Hold
219
﹤0.01% 1479
2024
Q3
$21.4K Buy
219
+50
+30% +$4.89K ﹤0.01% 1449
2024
Q2
$16.5K Hold
169
﹤0.01% 1512
2024
Q1
$20.8K Hold
169
﹤0.01% 1425
2023
Q4
$20.5K Buy
169
+120
+245% +$14.6K ﹤0.01% 1390
2023
Q3
$5.8K Hold
49
﹤0.01% 1817
2023
Q2
$6.44K Hold
49
﹤0.01% 1787
2023
Q1
$6.63K Hold
49
﹤0.01% 1743
2022
Q4
$7K Hold
49
﹤0.01% 1661
2022
Q3
$5K Hold
49
﹤0.01% 1642
2022
Q2
$5K Buy
+49
New +$5K ﹤0.01% 1721
2014
Q4
Sell
-600
Closed -$27K 316
2014
Q3
$27K Sell
600
-110
-15% -$4.95K 0.01% 736
2014
Q2
$40K Buy
710
+110
+18% +$6.2K 0.01% 627
2014
Q1
$33K Hold
600
0.01% 600
2013
Q4
$36K Buy
600
+210
+54% +$12.6K 0.01% 524
2013
Q3
$24K Buy
390
+190
+95% +$11.7K 0.01% 606
2013
Q2
$10K Buy
+200
New +$10K ﹤0.01% 847