Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.9K Buy
1,673
+348
+26% +$14.3K ﹤0.01% 990
2025
Q1
$55.3K Buy
1,325
+416
+46% +$17.4K ﹤0.01% 1011
2024
Q4
$53.3K Buy
909
+248
+38% +$14.5K ﹤0.01% 894
2024
Q3
$45.6K Buy
661
+354
+115% +$24.4K ﹤0.01% 901
2024
Q2
$19.6K Buy
307
+283
+1,179% +$18.1K ﹤0.01% 1074
2024
Q1
$2.26K Buy
+24
New +$2.26K ﹤0.01% 1503
2016
Q4
Sell
-13,925
Closed -$315K 335
2016
Q3
$315K Hold
13,925
0.01% 286
2016
Q2
$317K Hold
13,925
0.01% 279
2016
Q1
$390K Sell
13,925
-3,700
-21% -$104K 0.02% 253
2015
Q4
$428K Sell
17,625
-3,500
-17% -$85K 0.02% 248
2015
Q3
$347K Hold
21,125
0.02% 227
2015
Q2
$431 Buy
+21,125
New +$431 0.02% 224