Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43K Sell
55
-80
-59% -$7.89K ﹤0.01% 293
2025
Q1
$14.1K Buy
135
+10
+8% +$1.04K ﹤0.01% 259
2024
Q4
$16.9K Hold
125
﹤0.01% 243
2024
Q3
$19.5K Hold
125
﹤0.01% 266
2024
Q2
$18.5K Sell
125
-49
-28% -$7.25K ﹤0.01% 255
2024
Q1
$30.8K Buy
174
+104
+149% +$18.4K ﹤0.01% 197
2023
Q4
$9.97K Sell
70
-13
-16% -$1.85K ﹤0.01% 268
2023
Q3
$9.18K Sell
83
-62
-43% -$6.86K ﹤0.01% 256
2023
Q2
$19.1K Buy
+145
New +$19.1K ﹤0.01% 224
2014
Q1
Sell
-138,827
Closed -$8.78M 62
2013
Q4
$8.78M Buy
138,827
+3,855
+3% +$244K 1.78% 35
2013
Q3
$8.64M Sell
134,972
-1,690
-1% -$108K 1.91% 30
2013
Q2
$9.41M Buy
+136,662
New +$9.41M 2.18% 15