Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
1,578
+44
+3% +$3K 0.01% 363
2025
Q1
$91.3K Sell
1,534
-2
-0.1% -$119 0.01% 378
2024
Q4
$92.9K Sell
1,536
-12
-0.8% -$726 0.01% 370
2024
Q3
$111K Sell
1,548
-42
-3% -$3.02K 0.01% 352
2024
Q2
$112K Sell
1,590
-2
-0.1% -$141 0.01% 297
2024
Q1
$127K Sell
1,592
-11
-0.7% -$876 0.01% 290
2023
Q4
$144K Sell
1,603
-16
-1% -$1.44K 0.01% 259
2023
Q3
$160K Buy
1,619
+1,544
+2,059% +$152K 0.02% 243
2023
Q2
$7.66K Sell
75
-15
-17% -$1.53K ﹤0.01% 823
2023
Q1
$10.1K Buy
90
+15
+20% +$1.68K ﹤0.01% 718
2022
Q4
$6.99K Sell
75
-17
-18% -$1.58K ﹤0.01% 856
2022
Q3
$7K Buy
92
+44
+92% +$3.35K ﹤0.01% 840
2022
Q2
$4K Buy
48
+10
+26% +$833 ﹤0.01% 1039
2022
Q1
$5K Buy
38
+12
+46% +$1.58K ﹤0.01% 1015
2021
Q4
$4K Buy
+26
New +$4K ﹤0.01% 826
2015
Q3
Sell
-25
Closed -$2K 479
2015
Q2
$2K Sell
25
-14
-36% -$1.12K ﹤0.01% 462
2015
Q1
$3K Hold
39
﹤0.01% 442
2014
Q4
$3K Hold
39
﹤0.01% 459
2014
Q3
$2K Buy
39
+8
+26% +$410 ﹤0.01% 428
2014
Q2
$2K Buy
+31
New +$2K ﹤0.01% 424