Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.3K Hold
841
﹤0.01% 332
2025
Q1
$32.6K Buy
841
+100
+13% +$3.87K ﹤0.01% 328
2024
Q4
$25.1K Hold
741
﹤0.01% 358
2024
Q3
$30.3K Sell
741
-9
-1% -$368 ﹤0.01% 342
2024
Q2
$28.9K Hold
750
﹤0.01% 332
2024
Q1
$32.2K Hold
750
﹤0.01% 324
2023
Q4
$27.8K Hold
750
﹤0.01% 341
2023
Q3
$27.2K Hold
750
﹤0.01% 343
2023
Q2
$26.7K Buy
750
+85
+13% +$3.03K ﹤0.01% 358
2023
Q1
$23.7K Buy
665
+656
+7,289% +$23.3K ﹤0.01% 364
2022
Q4
$0 Buy
+9
New ﹤0.01% 534
2022
Q3
Sell
-10
Closed -$1K 534
2022
Q2
$1K Buy
+10
New +$1K ﹤0.01% 502
2015
Q4
Sell
-5,294
Closed -$254K 140
2015
Q3
$254K Buy
5,294
+286
+6% +$13.7K 0.06% 126
2015
Q2
$261K Sell
5,008
-701
-12% -$36.5K 0.06% 132
2015
Q1
$329K Sell
5,709
-25,125
-81% -$1.45M 0.08% 122
2014
Q4
$1.65M Buy
30,834
+265
+0.9% +$14.2K 0.42% 46
2014
Q3
$1.76M Sell
30,569
-898
-3% -$51.6K 0.47% 43
2014
Q2
$2.1M Sell
31,467
-547
-2% -$36.6K 0.55% 34
2014
Q1
$2.14M Sell
32,014
-176
-0.5% -$11.8K 0.64% 30
2013
Q4
$2.15M Buy
32,190
+764
+2% +$51K 0.6% 33
2013
Q3
$1.97M Sell
31,426
-480
-2% -$30.1K 0.6% 34
2013
Q2
$1.99M Buy
+31,906
New +$1.99M 0.64% 32