Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.4K Buy
1,639
+146
+10% +$1.82K ﹤0.01% 1016
2025
Q1
$22.7K Buy
1,493
+25
+2% +$380 ﹤0.01% 969
2024
Q4
$21.4K Hold
1,468
﹤0.01% 988
2024
Q3
$23.4K Hold
1,468
﹤0.01% 961
2024
Q2
$27.9K Buy
1,468
+18
+1% +$342 ﹤0.01% 898
2024
Q1
$28.3K Hold
1,450
﹤0.01% 844
2023
Q4
$29.4K Buy
+1,450
New +$29.4K ﹤0.01% 771
2017
Q1
Sell
-5,866
Closed -$220K 495
2016
Q4
$220K Buy
+5,866
New +$220K 0.03% 395
2015
Q1
Sell
-3,366
Closed -$221K 509
2014
Q4
$221K Buy
+3,366
New +$221K 0.03% 442