Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.7K Sell
681
-624
-48% -$30K ﹤0.01% 889
2025
Q1
$63.3K Buy
1,305
+4
+0.3% +$194 ﹤0.01% 715
2024
Q4
$63.5K Buy
1,301
+708
+119% +$34.6K ﹤0.01% 735
2024
Q3
$36.8K Sell
593
-413
-41% -$25.7K ﹤0.01% 853
2024
Q2
$57.4K Buy
1,006
+704
+233% +$40.2K ﹤0.01% 727
2024
Q1
$17.4K Sell
302
-324
-52% -$18.7K ﹤0.01% 953
2023
Q4
$42.8K Buy
+626
New +$42.8K ﹤0.01% 686
2014
Q3
Sell
-3,489
Closed -$202K 487
2014
Q2
$202K Buy
+3,489
New +$202K 0.03% 392
2014
Q1
Sell
-3,489
Closed -$201K 412
2013
Q4
$201K Sell
3,489
-709
-17% -$40.8K 0.03% 387
2013
Q3
$236K Hold
4,198
0.03% 343
2013
Q2
$205K Buy
+4,198
New +$205K 0.03% 335