Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.7K Buy
325
+139
+75% +$6.28K ﹤0.01% 1475
2025
Q1
$6.4K Sell
186
-289
-61% -$9.94K ﹤0.01% 1692
2024
Q4
$29.4K Sell
475
-1
-0.2% -$62 ﹤0.01% 1120
2024
Q3
$21.7K Buy
476
+395
+488% +$18K ﹤0.01% 1190
2024
Q2
$2.42K Buy
81
+51
+170% +$1.52K ﹤0.01% 1700
2024
Q1
$825 Buy
+30
New +$825 ﹤0.01% 1843
2023
Q2
Sell
-962
Closed -$23.2K 1741
2023
Q1
$23.2K Hold
962
﹤0.01% 1050
2022
Q4
$28K Buy
+962
New +$28K ﹤0.01% 999
2022
Q3
Sell
-207
Closed -$11K 1943
2022
Q2
$11K Sell
207
-7
-3% -$372 ﹤0.01% 1375
2022
Q1
$14K Sell
214
-23
-10% -$1.51K ﹤0.01% 1385
2021
Q4
$21K Buy
+237
New +$21K ﹤0.01% 1265
2016
Q3
Sell
-14,850
Closed -$354K 359
2016
Q2
$354K Hold
14,850
0.01% 263
2016
Q1
$327K Hold
14,850
0.01% 270
2015
Q4
$281K Hold
14,850
0.01% 295
2015
Q3
$224K Hold
14,850
0.01% 277
2015
Q2
$295 Buy
+14,850
New +$295 0.01% 264