Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.7K Sell
1,025
-49
-5% -$1.47K ﹤0.01% 377
2025
Q1
$36.3K Buy
1,074
+49
+5% +$1.66K ﹤0.01% 353
2024
Q4
$30.3K Hold
1,025
﹤0.01% 380
2024
Q3
$32.2K Hold
1,025
﹤0.01% 388
2024
Q2
$37K Sell
1,025
-293
-22% -$10.6K ﹤0.01% 389
2024
Q1
$49.7K Sell
1,318
-99
-7% -$3.73K ﹤0.01% 350
2023
Q4
$50.2K Hold
1,417
﹤0.01% 349
2023
Q3
$54.9K Hold
1,417
﹤0.01% 313
2023
Q2
$50K Buy
1,417
+293
+26% +$10.3K ﹤0.01% 329
2023
Q1
$42.6K Buy
+1,124
New +$42.6K ﹤0.01% 347
2022
Q3
Sell
-1,197
Closed -$34K 260
2022
Q2
$34K Buy
+1,197
New +$34K ﹤0.01% 351
2022
Q1
Sell
-1,197
Closed -$32K 267
2021
Q4
$32K Buy
+1,197
New +$32K ﹤0.01% 371
2015
Q3
Sell
-23,226
Closed -$781K 148
2015
Q2
$781K Sell
23,226
-5,027
-18% -$169K 0.07% 120
2015
Q1
$917K Sell
28,253
-3,338
-11% -$108K 0.09% 119
2014
Q4
$999K Sell
31,591
-644
-2% -$20.4K 0.1% 118
2014
Q3
$1.16M Buy
32,235
+802
+3% +$28.8K 0.12% 116
2014
Q2
$1.36M Buy
31,433
+691
+2% +$29.8K 0.13% 115
2014
Q1
$1.21M Sell
30,742
-342
-1% -$13.5K 0.13% 115
2013
Q4
$1.24M Sell
31,084
-13
-0% -$517 0.13% 115
2013
Q3
$1.07M Sell
31,097
-513
-2% -$17.6K 0.12% 113
2013
Q2
$1.08M Buy
+31,610
New +$1.08M 0.13% 113