Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.5K Buy
54
+9
+20% +$7.09K ﹤0.01% 381
2025
Q1
$27.6K Sell
45
-27
-38% -$16.6K ﹤0.01% 408
2024
Q4
$45.3K Sell
72
-9
-11% -$5.66K ﹤0.01% 369
2024
Q3
$50.3K Sell
81
-23
-22% -$14.3K 0.01% 359
2024
Q2
$68.4K Buy
104
+23
+28% +$15.1K 0.01% 312
2024
Q1
$52.7K Buy
81
+16
+25% +$10.4K 0.01% 338
2023
Q4
$40.6K Buy
+65
New +$40.6K 0.01% 369
2017
Q2
Sell
-64
Closed -$7K 559
2017
Q1
$7K Hold
64
﹤0.01% 525
2016
Q4
$7K Buy
+64
New +$7K ﹤0.01% 526