Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5K Buy
306
+93
+44% +$3.19K ﹤0.01% 1589
2025
Q1
$7.89K Buy
213
+66
+45% +$2.44K ﹤0.01% 1622
2024
Q4
$5.69K Buy
147
+21
+17% +$813 ﹤0.01% 1667
2024
Q3
$4.42K Buy
126
+71
+129% +$2.49K ﹤0.01% 1770
2024
Q2
$2.03K Buy
55
+29
+112% +$1.07K ﹤0.01% 1775
2024
Q1
$1.02K Buy
+26
New +$1.02K ﹤0.01% 1771
2022
Q1
Sell
-28
Closed -$1K 2089
2021
Q4
$1K Buy
+28
New +$1K ﹤0.01% 1957
2014
Q2
Sell
-3,625
Closed -$279K 320
2014
Q1
$279K Sell
3,625
-2,050
-36% -$158K 0.02% 256
2013
Q4
$391 Sell
5,675
-225
-4% -$16 0.02% 229
2013
Q3
$390 Buy
+5,900
New +$390 0.02% 228