Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.9K Sell
1,123
-33
-3% -$1.35K ﹤0.01% 1259
2025
Q1
$52.2K Buy
1,156
+15
+1% +$678 ﹤0.01% 1162
2024
Q4
$49.5K Buy
1,141
+199
+21% +$8.64K ﹤0.01% 1205
2024
Q3
$42.7K Buy
942
+64
+7% +$2.9K ﹤0.01% 1241
2024
Q2
$36.1K Buy
878
+120
+16% +$4.94K ﹤0.01% 1250
2024
Q1
$28.4K Buy
758
+454
+149% +$17K ﹤0.01% 1345
2023
Q4
$11.6K Sell
304
-2
-0.7% -$77 ﹤0.01% 1602
2023
Q3
$10.9K Buy
+306
New +$10.9K ﹤0.01% 1535
2023
Q2
Sell
-66
Closed -$2.71K 3869
2023
Q1
$2.71K Buy
+66
New +$2.71K ﹤0.01% 1877
2022
Q3
Sell
-250
Closed -$12K 2573
2022
Q2
$12K Buy
+250
New +$12K ﹤0.01% 1523
2014
Q4
Sell
-23,750
Closed -$647K 1773
2014
Q3
$647K Sell
23,750
-52,000
-69% -$1.42M 0.01% 625
2014
Q2
$2.17M Buy
+75,750
New +$2.17M 0.04% 397
2013
Q3
Sell
-395
Closed -$10K 1796
2013
Q2
$10K Buy
+395
New +$10K ﹤0.01% 1428