Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.7K Sell
626
-7
-1% -$600 0.01% 417
2025
Q1
$58.3K Sell
633
-45
-7% -$4.14K 0.01% 394
2024
Q4
$57.2K Sell
678
-53
-7% -$4.47K 0.01% 360
2024
Q3
$77K Buy
731
+130
+22% +$13.7K 0.01% 319
2024
Q2
$52K Sell
601
-62
-9% -$5.36K 0.01% 353
2024
Q1
$69.8K Buy
663
+14
+2% +$1.47K 0.01% 329
2023
Q4
$77.3K Sell
649
-9
-1% -$1.07K 0.01% 308
2023
Q3
$88.4K Sell
658
-36
-5% -$4.84K 0.02% 297
2023
Q2
$95K Sell
694
-3
-0.4% -$411 0.02% 296
2023
Q1
$105K Buy
697
+29
+4% +$4.38K 0.02% 285
2022
Q4
$76K Buy
+668
New +$76K 0.02% 315
2018
Q1
Sell
-341
Closed -$80K 189
2017
Q4
$80K Sell
341
-214
-39% -$50.2K 0.03% 244
2017
Q3
$137K Sell
555
-39
-7% -$9.63K 0.07% 193
2017
Q2
$106K Buy
594
+253
+74% +$45.1K 0.07% 187
2017
Q1
$59K Sell
341
-580
-63% -$100K 0.05% 197
2016
Q4
$151K Buy
921
+221
+32% +$36.2K 0.12% 123
2016
Q3
$127K Hold
700
0.11% 111
2016
Q2
$116K Hold
700
0.1% 114
2016
Q1
$134K Sell
700
-126
-15% -$24.1K 0.12% 110
2015
Q4
$156K Buy
+826
New +$156K 0.14% 107