Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.11K Sell
84
-52
-38% -$3.16K ﹤0.01% 1077
2025
Q1
$7.8K Buy
136
+53
+64% +$3.04K ﹤0.01% 967
2024
Q4
$4.11K Hold
83
﹤0.01% 1033
2024
Q3
$3.75K Hold
83
﹤0.01% 1010
2024
Q2
$3.61K Sell
83
-41
-33% -$1.78K ﹤0.01% 1008
2024
Q1
$4.88K Hold
124
﹤0.01% 913
2023
Q4
$5.03K Buy
124
+41
+49% +$1.66K ﹤0.01% 895
2023
Q3
$3.28K Hold
83
﹤0.01% 833
2023
Q2
$3.29K Hold
83
﹤0.01% 815
2023
Q1
$2.83K Buy
+83
New +$2.83K ﹤0.01% 787
2018
Q3
Sell
-515
Closed -$23K 759
2018
Q2
$23K Buy
+515
New +$23K 0.01% 200