Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-680
Closed -$9.93K 1787
2024
Q4
$9.93K Hold
680
﹤0.01% 1628
2024
Q3
$10.9K Sell
680
-433
-39% -$6.92K ﹤0.01% 1527
2024
Q2
$21.2K Sell
1,113
-409
-27% -$7.78K ﹤0.01% 1337
2024
Q1
$29.7K Buy
1,522
+1,469
+2,772% +$28.7K ﹤0.01% 1447
2023
Q4
$1.07K Buy
+53
New +$1.07K ﹤0.01% 1367
2020
Q4
Hold
0
1064
2020
Q3
Sell
-76
Closed 996
2020
Q2
$0 Buy
+76
New ﹤0.01% 967
2017
Q3
Sell
-110
Closed -$4K 509
2017
Q2
$4K Sell
110
-704
-86% -$25.6K ﹤0.01% 381
2017
Q1
$33K Buy
814
+1
+0.1% +$41 0.01% 260
2016
Q4
$30K Buy
813
+1
+0.1% +$37 0.01% 250
2016
Q3
$30K Buy
812
+1
+0.1% +$37 0.01% 263
2016
Q2
$27K Sell
811
-299
-27% -$9.95K 0.01% 257
2016
Q1
$35K Buy
1,110
+16
+1% +$505 0.02% 231
2015
Q4
$37K Buy
1,094
+14
+1% +$473 0.02% 199
2015
Q3
$41K Sell
1,080
-302
-22% -$11.5K 0.02% 181
2015
Q2
$67K Buy
1,382
+12
+0.9% +$582 0.05% 120
2015
Q1
$68K Sell
1,370
-408
-23% -$20.3K 0.05% 119
2014
Q4
$117K Buy
1,778
+13
+0.7% +$855 0.09% 86
2014
Q3
$134K Buy
1,765
+189
+12% +$14.3K 0.11% 73
2014
Q2
$130K Sell
1,576
-162
-9% -$13.4K 0.11% 73
2014
Q1
$122K Buy
+1,738
New +$122K 0.1% 78