Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.98K Hold
100
﹤0.01% 976
2025
Q1
$8.05K Sell
100
-41
-29% -$3.3K ﹤0.01% 997
2024
Q4
$12.5K Sell
141
-46
-25% -$4.09K ﹤0.01% 947
2024
Q3
$18.8K Buy
187
+83
+80% +$8.34K ﹤0.01% 929
2024
Q2
$9.37K Sell
104
-15
-13% -$1.35K ﹤0.01% 954
2024
Q1
$13K Buy
119
+1
+0.8% +$109 ﹤0.01% 936
2023
Q4
$14K Sell
118
-100
-46% -$11.8K ﹤0.01% 910
2023
Q3
$22.5K Sell
218
-326
-60% -$33.7K ﹤0.01% 841
2023
Q2
$48.9K Sell
544
-151
-22% -$13.6K ﹤0.01% 794
2023
Q1
$54.4K Sell
695
-1,814
-72% -$142K ﹤0.01% 827
2022
Q4
$212K Buy
+2,509
New +$212K ﹤0.01% 840
2022
Q3
Sell
-3,188
Closed -$291K 890
2022
Q2
$291K Sell
3,188
-3,283
-51% -$300K 0.01% 784
2022
Q1
$773K Buy
6,471
+3,784
+141% +$452K 0.01% 641
2021
Q4
$315K Sell
2,687
-187
-7% -$21.9K ﹤0.01% 813
2021
Q3
$300K Buy
+2,874
New +$300K 0.01% 814
2021
Q1
$545K Sell
5,346
-549
-9% -$56K 0.01% 669
2020
Q4
$618K Buy
5,895
+870
+17% +$91.2K 0.01% 626
2020
Q3
$555K Buy
+5,025
New +$555K 0.01% 599
2017
Q2
Sell
-24,881
Closed -$1.49M 890
2017
Q1
$1.49M Buy
24,881
+3,268
+15% +$195K 0.05% 394
2016
Q4
$1.44M Sell
21,613
-719
-3% -$47.9K 0.05% 378
2016
Q3
$1.18M Sell
22,332
-360
-2% -$19.1K 0.04% 440
2016
Q2
$1.27M Buy
22,692
+14,823
+188% +$829K 0.04% 398
2016
Q1
$437K Sell
7,869
-197
-2% -$10.9K 0.02% 607
2015
Q4
$425K Buy
8,066
+2,351
+41% +$124K 0.02% 610
2015
Q3
$394K Buy
+5,715
New +$394K 0.01% 612
2013
Q3
Sell
-9,360
Closed -$399K 810
2013
Q2
$399K Buy
+9,360
New +$399K 0.02% 597