Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.3K Hold
203
﹤0.01% 1790
2025
Q1
$11.7K Sell
203
-28
-12% -$1.61K ﹤0.01% 1786
2024
Q4
$11.4K Sell
231
-15
-6% -$742 ﹤0.01% 1827
2024
Q3
$11.1K Hold
246
﹤0.01% 1799
2024
Q2
$10.7K Buy
246
+14
+6% +$609 ﹤0.01% 1771
2024
Q1
$9.13K Buy
232
+15
+7% +$590 ﹤0.01% 1787
2023
Q4
$8.8K Buy
217
+39
+22% +$1.58K ﹤0.01% 1799
2023
Q3
$7.02K Buy
178
+89
+100% +$3.51K ﹤0.01% 1858
2023
Q2
$3.53K Sell
89
-25
-22% -$990 ﹤0.01% 1942
2023
Q1
$3.89K Buy
114
+25
+28% +$853 ﹤0.01% 1957
2022
Q4
$2.77K Hold
89
﹤0.01% 1982
2022
Q3
$2K Hold
89
﹤0.01% 1969
2022
Q2
$3K Hold
89
﹤0.01% 1946
2022
Q1
$3K Sell
89
-1
-1% -$34 ﹤0.01% 1998
2021
Q4
$3K Hold
90
﹤0.01% 2028
2021
Q3
$2K Hold
90
﹤0.01% 2095
2021
Q2
$3K Buy
+90
New +$3K ﹤0.01% 2072
2019
Q2
Sell
-132
Closed -$5K 2182
2019
Q1
$5K Buy
+132
New +$5K ﹤0.01% 1969
2016
Q2
Sell
-309
Closed -$9K 2126
2016
Q1
$9K Buy
309
+165
+115% +$4.81K ﹤0.01% 1807
2015
Q4
$5K Hold
144
﹤0.01% 1870
2015
Q3
$5K Hold
144
﹤0.01% 1785
2015
Q2
$6K Sell
144
-406
-74% -$16.9K ﹤0.01% 1767
2015
Q1
$20K Sell
550
-31,587
-98% -$1.15M ﹤0.01% 1732
2014
Q4
$1.31M Buy
32,137
+9,751
+44% +$397K ﹤0.01% 1096
2014
Q3
$981K Buy
22,386
+7,657
+52% +$336K ﹤0.01% 1202
2014
Q2
$644K Buy
14,729
+5,201
+55% +$227K ﹤0.01% 1293
2014
Q1
$417K Buy
9,528
+5,731
+151% +$251K ﹤0.01% 1394
2013
Q4
$180K Buy
3,797
+1,240
+48% +$58.8K ﹤0.01% 1499
2013
Q3
$120K Buy
2,557
+2,255
+747% +$106K ﹤0.01% 1538
2013
Q2
$13K Buy
+302
New +$13K ﹤0.01% 1662