Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.6K Hold
823
﹤0.01% 314
2025
Q1
$39.9K Hold
823
﹤0.01% 314
2024
Q4
$40.2K Sell
823
-35
-4% -$1.71K ﹤0.01% 317
2024
Q3
$53.3K Hold
858
0.01% 292
2024
Q2
$49K Hold
858
﹤0.01% 289
2024
Q1
$49.5K Hold
858
0.01% 292
2023
Q4
$58.6K Sell
858
-55
-6% -$3.76K 0.01% 282
2023
Q3
$51.9K Buy
913
+41
+5% +$2.33K 0.01% 285
2023
Q2
$52K Hold
872
0.01% 293
2023
Q1
$55.3K Hold
872
0.01% 287
2022
Q4
$54K Sell
872
-173
-17% -$10.7K 0.01% 293
2022
Q3
$52K Sell
1,045
-36
-3% -$1.79K 0.01% 288
2022
Q2
$61K Buy
+1,081
New +$61K 0.01% 281
2015
Q1
Sell
-6,862
Closed -$275K 149
2014
Q4
$275K Buy
6,862
+271
+4% +$10.9K 0.07% 135
2014
Q3
$328K Buy
6,591
+549
+9% +$27.3K 0.09% 116
2014
Q2
$350K Buy
6,042
+311
+5% +$18K 0.09% 117
2014
Q1
$328K Buy
5,731
+71
+1% +$4.06K 0.1% 96
2013
Q4
$326K Sell
5,660
-438
-7% -$25.2K 0.09% 118
2013
Q3
$343K Sell
6,098
-16,325
-73% -$918K 0.1% 107
2013
Q2
$1.09M Buy
+22,423
New +$1.09M 0.35% 58