Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.56K Buy
116
+9
+8% +$432 ﹤0.01% 1965
2025
Q1
$5.33K Buy
107
+36
+51% +$1.79K ﹤0.01% 1960
2024
Q4
$4.11K Sell
71
-31
-30% -$1.8K ﹤0.01% 2057
2024
Q3
$6.64K Buy
102
+18
+21% +$1.17K ﹤0.01% 1906
2024
Q2
$5.39K Sell
84
-110
-57% -$7.06K ﹤0.01% 1900
2024
Q1
$12.4K Buy
194
+180
+1,286% +$11.5K ﹤0.01% 1617
2023
Q4
$775 Buy
14
+9
+180% +$498 ﹤0.01% 2255
2023
Q3
$295 Hold
5
﹤0.01% 2295
2023
Q2
$325 Hold
5
﹤0.01% 2254
2023
Q1
$275 Buy
+5
New +$275 ﹤0.01% 2116
2017
Q2
Sell
-235
Closed -$4K 1540
2017
Q1
$4K Sell
235
-170
-42% -$2.89K ﹤0.01% 1286
2016
Q4
$7K Sell
405
-161
-28% -$2.78K ﹤0.01% 1248
2016
Q3
$9K Sell
566
-170
-23% -$2.7K ﹤0.01% 1254
2016
Q2
$10K Sell
736
-264
-26% -$3.59K ﹤0.01% 1247
2016
Q1
$14K Buy
+1,000
New +$14K ﹤0.01% 1421
2015
Q3
Sell
-1,000
Closed -$19K 1772
2015
Q2
$19K Hold
1,000
﹤0.01% 1372
2015
Q1
$14K Hold
1,000
﹤0.01% 1431
2014
Q4
$17K Buy
+1,000
New +$17K ﹤0.01% 1377
2014
Q1
Sell
-1,000
Closed -$32K 1400
2013
Q4
$32K Hold
1,000
﹤0.01% 1223
2013
Q3
$33K Sell
1,000
-117
-10% -$3.86K ﹤0.01% 1182
2013
Q2
$37K Buy
+1,117
New +$37K ﹤0.01% 1130