Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26K Buy
83
+19
+30% +$288 ﹤0.01% 2125
2025
Q1
$827 Hold
64
﹤0.01% 2157
2024
Q4
$629 Buy
64
+38
+146% +$373 ﹤0.01% 2164
2024
Q3
$298 Sell
26
-36
-58% -$413 ﹤0.01% 2269
2024
Q2
$619 Sell
62
-27
-30% -$270 ﹤0.01% 2182
2024
Q1
$1.05K Sell
89
-161
-64% -$1.89K ﹤0.01% 2157
2023
Q4
$2.86K Hold
250
﹤0.01% 1934
2023
Q3
$2.87K Hold
250
﹤0.01% 1899
2023
Q2
$2.91K Buy
250
+35
+16% +$407 ﹤0.01% 1966
2023
Q1
$2.56K Hold
215
﹤0.01% 2028
2022
Q4
$2.12K Buy
215
+126
+142% +$1.25K ﹤0.01% 2047
2022
Q3
$0 Hold
89
﹤0.01% 2502
2022
Q2
$1K Buy
89
+45
+102% +$506 ﹤0.01% 2297
2022
Q1
$1K Sell
44
-45
-51% -$1.02K ﹤0.01% 1676
2021
Q4
$0 Hold
89
﹤0.01% 2473
2021
Q3
$0 Buy
+89
New ﹤0.01% 2459
2020
Q4
Sell
-147
Closed -$1K 1615
2020
Q3
$1K Sell
147
-243
-62% -$1.65K ﹤0.01% 1396
2020
Q2
$4K Buy
390
+107
+38% +$1.1K ﹤0.01% 1229
2020
Q1
$3K Buy
+283
New +$3K ﹤0.01% 1215
2017
Q1
Sell
-138
Closed -$2K 1608
2016
Q4
$2K Hold
138
﹤0.01% 1346
2016
Q3
$2K Buy
+138
New +$2K ﹤0.01% 1338
2015
Q1
Sell
-621
Closed -$10K 1577
2014
Q4
$10K Sell
621
-506
-45% -$8.15K ﹤0.01% 1047
2014
Q3
$16K Buy
1,127
+114
+11% +$1.62K ﹤0.01% 903
2014
Q2
$15K Buy
1,013
+454
+81% +$6.72K ﹤0.01% 932
2014
Q1
$8K Sell
559
-57
-9% -$816 ﹤0.01% 1025
2013
Q4
$7K Buy
+616
New +$7K ﹤0.01% 1030