Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.8K Buy
1,628
+76
+5% +$3.45K ﹤0.01% 954
2025
Q1
$59.5K Sell
1,552
-24
-2% -$920 ﹤0.01% 982
2024
Q4
$80.1K Buy
1,576
+22
+1% +$1.12K ﹤0.01% 761
2024
Q3
$68.3K Sell
1,554
-689
-31% -$30.3K ﹤0.01% 787
2024
Q2
$82.9K Buy
2,243
+31
+1% +$1.15K ﹤0.01% 732
2024
Q1
$89.1K Buy
2,212
+12
+0.5% +$483 ﹤0.01% 733
2023
Q4
$105K Hold
2,200
﹤0.01% 689
2023
Q3
$73.5K Hold
2,200
﹤0.01% 746
2023
Q2
$76.1K Hold
2,200
﹤0.01% 752
2023
Q1
$78.5K Hold
2,200
﹤0.01% 743
2022
Q4
$100K Hold
2,200
﹤0.01% 696
2022
Q3
$70K Sell
2,200
-211
-9% -$6.71K ﹤0.01% 794
2022
Q2
$67K Hold
2,411
﹤0.01% 830
2022
Q1
$80K Sell
2,411
-41
-2% -$1.36K ﹤0.01% 819
2021
Q4
$104K Buy
+2,452
New +$104K ﹤0.01% 798
2016
Q2
Sell
-9,475
Closed -$321K 350
2016
Q1
$321K Hold
9,475
0.01% 275
2015
Q4
$291K Hold
9,475
0.01% 292
2015
Q3
$351K Hold
9,475
0.02% 224
2015
Q2
$434 Buy
+9,475
New +$434 0.02% 223