Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.67K Sell
28
-2
-7% -$548 ﹤0.01% 1867
2025
Q1
$10.5K Sell
30
-64
-68% -$22.4K ﹤0.01% 1744
2024
Q4
$42.8K Buy
94
+70
+292% +$31.9K ﹤0.01% 1269
2024
Q3
$10.5K Sell
24
-63
-72% -$27.5K ﹤0.01% 1740
2024
Q2
$41.3K Sell
87
-109
-56% -$51.7K ﹤0.01% 1193
2024
Q1
$115K Buy
196
+120
+158% +$70.2K ﹤0.01% 851
2023
Q4
$33.3K Buy
76
+40
+111% +$17.5K ﹤0.01% 1240
2023
Q3
$14.4K Hold
36
﹤0.01% 1460
2023
Q2
$12.3K Sell
36
-128
-78% -$43.8K ﹤0.01% 1505
2023
Q1
$44.6K Buy
164
+5
+3% +$1.36K ﹤0.01% 1041
2022
Q4
$33.3K Sell
159
-151
-49% -$31.7K ﹤0.01% 1113
2022
Q3
$59K Buy
310
+279
+900% +$53.1K ﹤0.01% 936
2022
Q2
$6K Buy
31
+5
+19% +$968 ﹤0.01% 1700
2022
Q1
$6K Sell
26
-1
-4% -$231 ﹤0.01% 1736
2021
Q4
$9K Buy
+27
New +$9K ﹤0.01% 1610
2018
Q1
Sell
-673
Closed -$48K 1684
2017
Q4
$48K Buy
673
+150
+29% +$10.7K ﹤0.01% 989
2017
Q3
$33K Buy
+523
New +$33K ﹤0.01% 1084
2016
Q2
Sell
-738
Closed -$33K 1685
2016
Q1
$33K Buy
+738
New +$33K ﹤0.01% 1227
2015
Q4
Sell
-356
Closed -$11K 1704
2015
Q3
$11K Sell
356
-176
-33% -$5.44K ﹤0.01% 1407
2015
Q2
$21K Sell
532
-206
-28% -$8.13K ﹤0.01% 1352
2015
Q1
$33K Buy
738
+146
+25% +$6.53K ﹤0.01% 1232
2014
Q4
$33K Buy
+592
New +$33K ﹤0.01% 1230