Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9K Buy
95
+23
+32% +$2.89K ﹤0.01% 745
2025
Q1
$9.85K Buy
+72
New +$9.85K ﹤0.01% 836
2023
Q3
Sell
-45
Closed -$12.8K 637
2023
Q2
$12.8K Hold
45
﹤0.01% 452
2023
Q1
$12.5K Hold
45
﹤0.01% 489
2022
Q4
$12.5K Buy
45
+7
+18% +$1.94K ﹤0.01% 533
2022
Q3
$10K Hold
38
﹤0.01% 539
2022
Q2
$8K Hold
38
﹤0.01% 597
2022
Q1
$8K Sell
38
-14
-27% -$2.95K ﹤0.01% 609
2021
Q4
$12K Hold
52
﹤0.01% 543
2021
Q3
$15K Sell
52
-40
-43% -$11.5K ﹤0.01% 455
2021
Q2
$32K Buy
+92
New +$32K ﹤0.01% 304
2018
Q1
Sell
-918
Closed -$292K 255
2017
Q4
$292K Sell
918
-367
-29% -$117K 0.03% 256
2017
Q3
$403 Sell
1,285
-120
-9% -$38 0.05% 187
2017
Q2
$382K Sell
1,405
-65
-4% -$17.7K 0.05% 191
2017
Q1
$403K Buy
+1,470
New +$403K 0.05% 186