Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.5K Sell
3,955
-5,281
-57% -$117K 0.01% 730
2025
Q1
$212K Buy
9,236
+8,113
+722% +$186K 0.04% 406
2024
Q4
$26K Buy
1,123
+120
+12% +$2.78K 0.01% 892
2024
Q3
$34.9K Buy
+1,003
New +$34.9K 0.01% 583
2023
Q4
Sell
-339
Closed -$13K 1923
2023
Q3
$13K Hold
339
﹤0.01% 634
2023
Q2
$15.5K Hold
339
﹤0.01% 605
2023
Q1
$15.2K Buy
+339
New +$15.2K 0.01% 594
2018
Q1
Sell
-178
Closed -$8K 1486
2017
Q4
$8K Buy
+178
New +$8K ﹤0.01% 960