Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.56K Sell
43
-40
-48% -$5.18K ﹤0.01% 891
2025
Q1
$9.92K Buy
+83
New +$9.92K ﹤0.01% 834
2024
Q4
Sell
-570
Closed -$77K 705
2024
Q3
$77K Hold
570
0.01% 334
2024
Q2
$77.3K Hold
570
0.01% 335
2024
Q1
$73.7K Hold
570
0.01% 336
2023
Q4
$65.2K Hold
570
0.01% 328
2023
Q3
$51.9K Hold
570
﹤0.01% 338
2023
Q2
$64.2K Hold
570
0.01% 326
2023
Q1
$59.7K Hold
570
0.01% 363
2022
Q4
$63K Sell
570
-27
-5% -$2.99K 0.01% 373
2022
Q3
$52K Hold
597
0.01% 381
2022
Q2
$47K Hold
597
﹤0.01% 406
2022
Q1
$51K Hold
597
﹤0.01% 430
2021
Q4
$72K Hold
597
0.01% 367
2021
Q3
$74K Buy
+597
New +$74K 0.01% 319
2018
Q3
Sell
-7,840
Closed -$529K 281
2018
Q2
$529K Sell
7,840
-1,970
-20% -$133K 0.06% 188
2018
Q1
$755K Hold
9,810
0.09% 154
2017
Q4
$670K Sell
9,810
-500
-5% -$34.1K 0.07% 183
2017
Q3
$646 Sell
10,310
-30
-0.3% -$2 0.07% 159
2017
Q2
$573K Buy
+10,340
New +$573K 0.07% 165