Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.4K Buy
144
+7
+5% +$1.53K ﹤0.01% 557
2025
Q1
$18.6K Buy
137
+2
+1% +$272 ﹤0.01% 678
2024
Q4
$19.4K Buy
135
+1
+0.7% +$144 ﹤0.01% 653
2024
Q3
$16.1K Buy
134
+3
+2% +$360 ﹤0.01% 689
2024
Q2
$14.3K Hold
131
﹤0.01% 687
2024
Q1
$17.5K Sell
131
-7
-5% -$938 ﹤0.01% 652
2023
Q4
$17.6K Buy
138
+7
+5% +$892 ﹤0.01% 614
2023
Q3
$16.6K Hold
131
﹤0.01% 588
2023
Q2
$14.1K Sell
131
-2
-2% -$216 ﹤0.01% 616
2023
Q1
$11.7K Sell
133
-4
-3% -$353 ﹤0.01% 662
2022
Q4
$9.34K Buy
137
+8
+6% +$546 ﹤0.01% 735
2022
Q3
$7K Sell
129
-18
-12% -$977 ﹤0.01% 861
2022
Q2
$8K Buy
147
+73
+99% +$3.97K ﹤0.01% 828
2022
Q1
$5K Buy
74
+32
+76% +$2.16K ﹤0.01% 1040
2021
Q4
$3K Buy
+42
New +$3K ﹤0.01% 951
2017
Q2
Sell
-3,174
Closed -$75K 431
2017
Q1
$75K Hold
3,174
0.02% 191
2016
Q4
$75K Buy
3,174
+2
+0.1% +$47 0.02% 191
2016
Q3
$69K Sell
3,172
-629
-17% -$13.7K 0.02% 208
2016
Q2
$70K Sell
3,801
-992
-21% -$18.3K 0.02% 226
2016
Q1
$92K Sell
4,793
-216
-4% -$4.15K 0.03% 181
2015
Q4
$117K Buy
5,009
+2
+0% +$47 0.03% 166
2015
Q3
$112K Buy
5,007
+4
+0.1% +$89 0.05% 142
2015
Q2
$107K Buy
5,003
+3
+0.1% +$64 0.05% 124
2015
Q1
$117K Buy
5,000
+164
+3% +$3.84K 0.05% 120
2014
Q4
$106K Sell
4,836
-148
-3% -$3.24K 0.02% 126
2014
Q3
$101K Sell
4,984
-884
-15% -$17.9K 0.02% 127
2014
Q2
$123K Sell
5,868
-5,389
-48% -$113K 0.02% 114
2014
Q1
$203K Sell
11,257
-10,535
-48% -$190K 0.11% 107
2013
Q4
$380K Buy
+21,792
New +$380K 0.17% 84