Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.6K Buy
128
+3
+2% +$507 ﹤0.01% 1537
2025
Q1
$19.3K Sell
125
-179
-59% -$27.6K ﹤0.01% 1527
2024
Q4
$51.6K Buy
304
+2
+0.7% +$340 ﹤0.01% 1182
2024
Q3
$52.4K Buy
302
+57
+23% +$9.9K ﹤0.01% 1155
2024
Q2
$42.1K Buy
245
+63
+35% +$10.8K ﹤0.01% 1182
2024
Q1
$47.4K Buy
182
+66
+57% +$17.2K ﹤0.01% 1146
2023
Q4
$23.1K Sell
116
-116
-50% -$23.1K ﹤0.01% 1372
2023
Q3
$39.4K Sell
232
-417
-64% -$70.9K ﹤0.01% 1114
2023
Q2
$134K Buy
649
+492
+313% +$102K ﹤0.01% 759
2023
Q1
$35.9K Buy
157
+2
+1% +$458 ﹤0.01% 1114
2022
Q4
$29.8K Hold
155
﹤0.01% 1155
2022
Q3
$28K Buy
155
+59
+61% +$10.7K ﹤0.01% 1166
2022
Q2
$18K Buy
96
+90
+1,500% +$16.9K ﹤0.01% 1372
2022
Q1
$1K Buy
6
+2
+50% +$333 ﹤0.01% 1978
2021
Q4
$1K Hold
4
﹤0.01% 1957
2021
Q3
$1K Sell
4
-69
-95% -$17.3K ﹤0.01% 1740
2021
Q2
$18K Buy
+73
New +$18K ﹤0.01% 1285
2020
Q4
Sell
-296
Closed -$67K 1798
2020
Q3
$67K Hold
296
﹤0.01% 707
2020
Q2
$56K Hold
296
﹤0.01% 759
2020
Q1
$42K Hold
296
﹤0.01% 837
2019
Q4
$46K Buy
+296
New +$46K ﹤0.01% 973
2018
Q3
Sell
-28
Closed -$3K 1869
2018
Q2
$3K Hold
28
﹤0.01% 1498
2018
Q1
$3K Hold
28
﹤0.01% 1484
2017
Q4
$3K Hold
28
﹤0.01% 1535
2017
Q3
$2K Hold
28
﹤0.01% 1556
2017
Q2
$2K Buy
+28
New +$2K ﹤0.01% 1465
2015
Q1
Sell
-1,000
Closed -$51K 1759
2014
Q4
$51K Buy
+1,000
New +$51K ﹤0.01% 1115
2014
Q1
Sell
-2,199
Closed -$90K 1454
2013
Q4
$90K Buy
2,199
+98
+5% +$4.01K ﹤0.01% 932
2013
Q3
$87K Buy
2,101
+36
+2% +$1.49K ﹤0.01% 919
2013
Q2
$76K Buy
+2,065
New +$76K ﹤0.01% 945