Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.4K Hold
147
﹤0.01% 380
2025
Q1
$23.5K Hold
147
﹤0.01% 363
2024
Q4
$19.6K Hold
147
﹤0.01% 380
2024
Q3
$20K Hold
147
﹤0.01% 375
2024
Q2
$21.7K Hold
147
﹤0.01% 357
2024
Q1
$22.4K Sell
147
-25
-15% -$3.82K ﹤0.01% 357
2023
Q4
$24.8K Hold
172
﹤0.01% 357
2023
Q3
$26.3K Sell
172
-46
-21% -$7.04K ﹤0.01% 347
2023
Q2
$29.6K Hold
218
﹤0.01% 349
2023
Q1
$28.9K Hold
218
﹤0.01% 347
2022
Q4
$31K Hold
218
﹤0.01% 343
2022
Q3
$24K Sell
218
-3
-1% -$330 ﹤0.01% 355
2022
Q2
$23K Buy
+221
New +$23K ﹤0.01% 361
2017
Q1
Sell
-11,244
Closed -$700K 143
2016
Q4
$700K Sell
11,244
-42
-0.4% -$2.62K 0.17% 88
2016
Q3
$605K Sell
11,286
-117
-1% -$6.27K 0.14% 91
2016
Q2
$685K Sell
11,403
-70
-0.6% -$4.21K 0.17% 86
2016
Q1
$604K Buy
11,473
+53
+0.5% +$2.79K 0.15% 88
2015
Q4
$554K Buy
11,420
+202
+2% +$9.8K 0.14% 91
2015
Q3
$562K Buy
11,218
+185
+2% +$9.27K 0.14% 92
2015
Q2
$738K Sell
11,033
-95
-0.9% -$6.36K 0.18% 89
2015
Q1
$755K Buy
11,128
+886
+9% +$60.1K 0.18% 87
2014
Q4
$756K Buy
+10,242
New +$756K 0.19% 86