Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Sell
74
-3
-4% -$567 ﹤0.01% 1685
2025
Q1
$18.1K Buy
77
+50
+185% +$11.7K ﹤0.01% 1557
2024
Q4
$10.6K Buy
27
+2
+8% +$787 ﹤0.01% 1758
2024
Q3
$8.36K Hold
25
﹤0.01% 1821
2024
Q2
$6.11K Buy
25
+21
+525% +$5.13K ﹤0.01% 1863
2024
Q1
$1.39K Buy
4
+3
+300% +$1.05K ﹤0.01% 2223
2023
Q4
$291 Sell
1
-19
-95% -$5.53K ﹤0.01% 2325
2023
Q3
$5.29K Sell
20
-7
-26% -$1.85K ﹤0.01% 1792
2023
Q2
$8.9K Buy
27
+10
+59% +$3.3K ﹤0.01% 1602
2023
Q1
$4.14K Sell
17
-43
-72% -$10.5K ﹤0.01% 1782
2022
Q4
$16K Buy
+60
New +$16K ﹤0.01% 1362
2022
Q3
Sell
-50
Closed -$11K 2479
2022
Q2
$11K Sell
50
-50
-50% -$11K ﹤0.01% 1545
2022
Q1
$33K Sell
100
-51
-34% -$16.8K ﹤0.01% 1196
2021
Q4
$81K Buy
151
+3
+2% +$1.61K ﹤0.01% 919
2021
Q3
$99K Hold
148
﹤0.01% 762
2021
Q2
$100K Buy
148
+48
+48% +$32.4K ﹤0.01% 749
2021
Q1
$60K Hold
100
﹤0.01% 793
2020
Q4
$45K Hold
100
﹤0.01% 851
2020
Q3
$38K Hold
100
﹤0.01% 863
2020
Q2
$25K Hold
100
﹤0.01% 953
2020
Q1
$10K Sell
100
-200
-67% -$20K ﹤0.01% 1198
2019
Q4
$64K Buy
+300
New +$64K ﹤0.01% 853
2016
Q2
Sell
-248
Closed -$25K 1677
2016
Q1
$25K Buy
+248
New +$25K ﹤0.01% 1302
2015
Q3
Sell
-121
Closed -$12K 1792
2015
Q2
$12K Sell
121
-127
-51% -$12.6K ﹤0.01% 1463
2015
Q1
$25K Hold
248
﹤0.01% 1307
2014
Q4
$24K Buy
+248
New +$24K ﹤0.01% 1304
2014
Q1
Sell
-547
Closed -$37K 1521
2013
Q4
$37K Buy
547
+23
+4% +$1.56K ﹤0.01% 1182
2013
Q3
$33K Buy
524
+51
+11% +$3.21K ﹤0.01% 1186
2013
Q2
$35K Buy
+473
New +$35K ﹤0.01% 1142