Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Buy
50
+2
+4% +$120 ﹤0.01% 683
2025
Q1
$3K Hold
48
﹤0.01% 675
2024
Q4
$2K Hold
48
﹤0.01% 680
2024
Q3
$3K Sell
48
-110
-70% -$6.88K ﹤0.01% 625
2024
Q2
$8K Hold
158
﹤0.01% 669
2024
Q1
$8K Hold
158
﹤0.01% 688
2023
Q4
$6K Buy
158
+110
+229% +$4.18K ﹤0.01% 743
2023
Q3
$2K Hold
48
﹤0.01% 813
2023
Q2
$3K Hold
48
﹤0.01% 735
2023
Q1
$2K Hold
48
﹤0.01% 759
2022
Q4
$2K Buy
+48
New +$2K ﹤0.01% 739
2018
Q2
Sell
-29
Closed -$1K 680
2018
Q1
$1K Hold
29
﹤0.01% 579
2017
Q4
$1K Sell
29
-4
-12% -$138 ﹤0.01% 595
2017
Q3
$1K Buy
33
+29
+725% +$879 ﹤0.01% 593
2017
Q2
$0 Hold
4
﹤0.01% 616
2017
Q1
$0 Hold
4
﹤0.01% 624
2016
Q4
$0 Hold
4
﹤0.01% 664
2016
Q3
$0 Hold
4
﹤0.01% 660
2016
Q2
$0 Buy
+4
New ﹤0.01% 625