Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.85K Hold
140
﹤0.01% 1195
2025
Q1
$5.91K Sell
140
-18
-11% -$759 ﹤0.01% 1190
2024
Q4
$7.68K Sell
158
-142
-47% -$6.9K ﹤0.01% 1149
2024
Q3
$19.8K Hold
300
﹤0.01% 956
2024
Q2
$17.3K Sell
300
-148
-33% -$8.52K ﹤0.01% 965
2024
Q1
$28.5K Hold
448
﹤0.01% 912
2023
Q4
$28.2K Sell
448
-41
-8% -$2.59K ﹤0.01% 891
2023
Q3
$32.7K Buy
489
+76
+18% +$5.09K ﹤0.01% 858
2023
Q2
$43.1K Hold
413
﹤0.01% 802
2023
Q1
$50.4K Buy
413
+64
+18% +$7.82K ﹤0.01% 794
2022
Q4
$43.6K Hold
349
﹤0.01% 795
2022
Q3
$37K Hold
349
﹤0.01% 824
2022
Q2
$37K Buy
349
+88
+34% +$9.33K ﹤0.01% 825
2022
Q1
$34K Buy
+261
New +$34K ﹤0.01% 868
2018
Q2
Sell
-179
Closed -$12K 1277
2018
Q1
$12K Sell
179
-60
-25% -$4.02K ﹤0.01% 940
2017
Q4
$20K Hold
239
﹤0.01% 860
2017
Q3
$18K Buy
+239
New +$18K ﹤0.01% 854
2017
Q1
Sell
-115
Closed -$6K 1161
2016
Q4
$6K Hold
115
﹤0.01% 1056
2016
Q3
$5K Hold
115
﹤0.01% 1023
2016
Q2
$5K Hold
115
﹤0.01% 1045
2016
Q1
$4K Hold
115
﹤0.01% 1042
2015
Q4
$4K Buy
+115
New +$4K ﹤0.01% 1079
2015
Q3
Sell
-308
Closed -$14K 1202
2015
Q2
$14K Hold
308
﹤0.01% 938
2015
Q1
$15K Hold
308
﹤0.01% 907
2014
Q4
$15K Sell
308
-537
-64% -$26.2K ﹤0.01% 898
2014
Q3
$42K Hold
845
﹤0.01% 692
2014
Q2
$52K Hold
845
﹤0.01% 666
2014
Q1
$56K Sell
845
-77
-8% -$5.1K ﹤0.01% 648
2013
Q4
$60K Hold
922
0.01% 622
2013
Q3
$57K Hold
922
0.01% 621
2013
Q2
$49K Buy
+922
New +$49K ﹤0.01% 610