Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.1K Hold
521
﹤0.01% 569
2025
Q1
$42.4K Sell
521
-50
-9% -$4.07K ﹤0.01% 545
2024
Q4
$41.7K Sell
571
-160
-22% -$11.7K ﹤0.01% 554
2024
Q3
$43.5K Buy
731
+729
+36,450% +$43.3K ﹤0.01% 539
2024
Q2
$102 Hold
2
﹤0.01% 886
2024
Q1
$107 Hold
2
﹤0.01% 838
2023
Q4
$90 Hold
2
﹤0.01% 780
2023
Q3
$98 Hold
2
﹤0.01% 794
2023
Q2
$95 Hold
2
﹤0.01% 812
2023
Q1
$79 Hold
2
﹤0.01% 862
2022
Q4
$82 Hold
2
﹤0.01% 858
2022
Q3
$0 Buy
+2
New ﹤0.01% 1030
2021
Q1
Sell
-139
Closed -$3K 792
2020
Q4
$3K Buy
+139
New +$3K ﹤0.01% 708
2019
Q1
Sell
-63
Closed -$2K 1026
2018
Q4
$2K Sell
63
-125
-66% -$3.97K ﹤0.01% 940
2018
Q3
$7K Hold
188
﹤0.01% 877
2018
Q2
$7K Buy
+188
New +$7K ﹤0.01% 897
2015
Q4
Sell
-1,699
Closed -$55K 822
2015
Q3
$55K Buy
1,699
+143
+9% +$4.63K 0.01% 382
2015
Q2
$56K Hold
1,556
0.01% 389
2015
Q1
$52K Buy
+1,556
New +$52K 0.01% 392