Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.6K Sell
271
-1
-0.4% -$105 ﹤0.01% 579
2025
Q1
$30.2K Buy
272
+1
+0.4% +$111 ﹤0.01% 570
2024
Q4
$28K Sell
271
-209
-44% -$21.6K ﹤0.01% 564
2024
Q3
$53.7K Buy
480
+7
+1% +$783 ﹤0.01% 455
2024
Q2
$42.2K Sell
473
-4
-0.8% -$357 ﹤0.01% 448
2024
Q1
$41K Buy
477
+1
+0.2% +$86 ﹤0.01% 469
2023
Q4
$39.3K Buy
476
+31
+7% +$2.56K ﹤0.01% 449
2023
Q3
$34.2K Hold
445
﹤0.01% 426
2023
Q2
$31.1K Sell
445
-7
-2% -$489 ﹤0.01% 445
2023
Q1
$29.2K Sell
452
-98
-18% -$6.32K ﹤0.01% 453
2022
Q4
$39.6K Buy
550
+19
+4% +$1.37K ﹤0.01% 400
2022
Q3
$30K Buy
531
+108
+26% +$6.1K ﹤0.01% 475
2022
Q2
$23K Sell
423
-45
-10% -$2.45K ﹤0.01% 554
2022
Q1
$30K Buy
468
+121
+35% +$7.76K ﹤0.01% 518
2021
Q4
$20K Buy
347
+79
+29% +$4.55K ﹤0.01% 561
2021
Q3
$14K Hold
268
﹤0.01% 592
2021
Q2
$14K Hold
268
﹤0.01% 407
2021
Q1
$14K Hold
268
﹤0.01% 382
2020
Q4
$12K Sell
268
-70
-21% -$3.13K ﹤0.01% 398
2020
Q3
$12K Hold
338
﹤0.01% 377
2020
Q2
$12K Hold
338
﹤0.01% 364
2020
Q1
$12K Hold
338
﹤0.01% 327
2019
Q4
$18K Buy
338
+70
+26% +$3.73K ﹤0.01% 314
2019
Q3
$14K Hold
268
﹤0.01% 337
2019
Q2
$15K Hold
268
﹤0.01% 329
2019
Q1
$13K Hold
268
﹤0.01% 334
2018
Q4
$12K Hold
268
﹤0.01% 330
2018
Q3
$13K Hold
268
﹤0.01% 371
2018
Q2
$12K Buy
+268
New +$12K ﹤0.01% 350
2015
Q1
Sell
-260
Closed -$8K 504
2014
Q4
$8K Buy
+260
New +$8K ﹤0.01% 381
2013
Q4
Sell
-14,120
Closed -$438K 129
2013
Q3
$438K Buy
14,120
+1,310
+10% +$40.6K 0.2% 74
2013
Q2
$372K Buy
+12,810
New +$372K 0.19% 73