Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.8K Buy
852
+146
+21% +$7.34K ﹤0.01% 1165
2025
Q1
$41.9K Buy
706
+480
+212% +$28.5K ﹤0.01% 1124
2024
Q4
$16.2K Sell
226
-155
-41% -$11.1K ﹤0.01% 1331
2024
Q3
$33.1K Buy
381
+251
+193% +$21.8K ﹤0.01% 1016
2024
Q2
$12.3K Buy
130
+15
+13% +$1.42K ﹤0.01% 1223
2024
Q1
$11.2K Buy
115
+15
+15% +$1.46K ﹤0.01% 1255
2023
Q4
$8.43K Hold
100
﹤0.01% 1329
2023
Q3
$8.17K Hold
100
﹤0.01% 1331
2023
Q2
$8.69K Hold
100
﹤0.01% 1329
2023
Q1
$10.3K Hold
100
﹤0.01% 1284
2022
Q4
$11K Hold
100
﹤0.01% 1264
2022
Q3
$9K Hold
100
﹤0.01% 1330
2022
Q2
$10K Sell
100
-3
-3% -$300 ﹤0.01% 1382
2022
Q1
$10K Sell
103
-4
-4% -$388 ﹤0.01% 1476
2021
Q4
$12K Buy
+107
New +$12K ﹤0.01% 1399
2015
Q2
Sell
-4,932
Closed -$307 313
2015
Q1
$307 Hold
4,932
0.01% 254
2014
Q4
$289K Sell
4,932
-92
-2% -$5.39K 0.01% 255
2014
Q3
$256 Hold
5,024
0.01% 263
2014
Q2
$267K Buy
+5,024
New +$267K 0.01% 266