Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.8K Sell
426
-18
-4% -$4.09K 0.01% 342
2025
Q1
$108K Buy
444
+10
+2% +$2.44K 0.01% 311
2024
Q4
$122K Buy
434
+50
+13% +$14.1K 0.02% 275
2024
Q3
$105K Buy
384
+46
+14% +$12.6K 0.02% 285
2024
Q2
$101K Sell
338
-5
-1% -$1.5K 0.02% 277
2024
Q1
$99.4K Hold
343
0.02% 293
2023
Q4
$86.8K Sell
343
-25
-7% -$6.32K 0.02% 291
2023
Q3
$97.5K Sell
368
-4
-1% -$1.06K 0.02% 284
2023
Q2
$92.2K Buy
372
+18
+5% +$4.46K 0.02% 300
2023
Q1
$80.9K Buy
354
+56
+19% +$12.8K 0.02% 308
2022
Q4
$52K Buy
+298
New +$52K 0.01% 364
2018
Q1
Sell
-717
Closed -$179K 269
2017
Q4
$179K Sell
717
-32
-4% -$7.99K 0.08% 168
2017
Q3
$169K Sell
749
-40
-5% -$9.03K 0.08% 175
2017
Q2
$171K Buy
789
+98
+14% +$21.2K 0.11% 144
2017
Q1
$135K Sell
691
-247
-26% -$48.3K 0.11% 133
2016
Q4
$175K Buy
938
+180
+24% +$33.6K 0.13% 116
2016
Q3
$133K Buy
758
+16
+2% +$2.81K 0.11% 110
2016
Q2
$112K Sell
742
-89
-11% -$13.4K 0.1% 116
2016
Q1
$136K Buy
831
+29
+4% +$4.75K 0.12% 108
2015
Q4
$119K Buy
+802
New +$119K 0.11% 119