Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.7K Buy
17,732
+27
+0.2% +$118 0.01% 341
2025
Q1
$69.4K Hold
17,705
0.01% 327
2024
Q4
$94K Sell
17,705
-441
-2% -$2.34K 0.01% 321
2024
Q3
$129K Hold
18,146
0.01% 312
2024
Q2
$20K Buy
18,146
+184
+1% +$202 ﹤0.01% 382
2024
Q1
$28K Sell
17,962
-9,496
-35% -$14.8K ﹤0.01% 374
2023
Q4
$50.2K Buy
27,458
+741
+3% +$1.36K ﹤0.01% 332
2023
Q3
$37.9K Buy
26,717
+8,401
+46% +$11.9K ﹤0.01% 335
2023
Q2
$41.4K Buy
18,316
+500
+3% +$1.13K 0.01% 319
2023
Q1
$47.2K Buy
17,816
+1,243
+8% +$3.29K 0.01% 337
2022
Q4
$86.5K Buy
16,573
+1,400
+9% +$7.31K 0.01% 306
2022
Q3
$110K Buy
15,173
+4,758
+46% +$34.5K 0.01% 288
2022
Q2
$114K Buy
10,415
+147
+1% +$1.61K 0.01% 293
2022
Q1
$116K Buy
10,268
+16
+0.2% +$181 0.01% 295
2021
Q4
$129K Buy
+10,252
New +$129K 0.01% 303
2017
Q1
Sell
-8,638
Closed -$205K 167
2016
Q4
$205K Buy
8,638
+3
+0% +$71 0.06% 151
2016
Q3
$237K Sell
8,635
-230
-3% -$6.31K 0.08% 135
2016
Q2
$257K Buy
8,865
+6
+0.1% +$174 0.09% 127
2016
Q1
$283K Buy
8,859
+6
+0.1% +$192 0.15% 96
2015
Q4
$223K Sell
8,853
-425
-5% -$10.7K 0.11% 113
2015
Q3
$233K Sell
9,278
-672
-7% -$16.9K 0.13% 95
2015
Q2
$292K Sell
9,950
-294
-3% -$8.63K 0.15% 81
2015
Q1
$354K Sell
10,244
-26
-0.3% -$898 0.18% 62
2014
Q4
$407K Buy
10,270
+16
+0.2% +$634 0.21% 50
2014
Q3
$419K Sell
10,254
-184
-2% -$7.52K 0.24% 43
2014
Q2
$378K Sell
10,438
-735
-7% -$26.6K 0.22% 50
2014
Q1
$367K Sell
11,173
-1,265
-10% -$41.6K 0.25% 48
2013
Q4
$396K Buy
+12,438
New +$396K 0.24% 44