Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.41K Sell
75
-48
-39% -$3.46K ﹤0.01% 1804
2025
Q1
$7.51K Buy
123
+86
+232% +$5.25K ﹤0.01% 1640
2024
Q4
$2.73K Sell
37
-23
-38% -$1.7K ﹤0.01% 1874
2024
Q3
$5.9K Buy
60
+29
+94% +$2.85K ﹤0.01% 1669
2024
Q2
$2.28K Buy
31
+19
+158% +$1.4K ﹤0.01% 1725
2024
Q1
$942 Buy
+12
New +$942 ﹤0.01% 1801
2017
Q2
Sell
-16,000
Closed -$540K 334
2017
Q1
$540K Hold
16,000
0.02% 232
2016
Q4
$461K Hold
16,000
0.02% 241
2016
Q3
$378K Hold
16,000
0.02% 265
2016
Q2
$327K Hold
16,000
0.01% 271
2016
Q1
$322K Buy
+16,000
New +$322K 0.01% 272