Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.9K Sell
170
-2
-1% -$129 ﹤0.01% 839
2025
Q1
$12K Sell
172
-1
-0.6% -$70 ﹤0.01% 821
2024
Q4
$12.6K Sell
173
-16
-8% -$1.16K ﹤0.01% 783
2024
Q3
$15.9K Buy
189
+5
+3% +$420 ﹤0.01% 695
2024
Q2
$12.3K Sell
184
-204
-53% -$13.6K ﹤0.01% 734
2024
Q1
$30.6K Buy
388
+201
+107% +$15.9K ﹤0.01% 528
2023
Q4
$12.5K Buy
187
+15
+9% +$1.01K ﹤0.01% 706
2023
Q3
$9.19K Hold
172
﹤0.01% 761
2023
Q2
$9.87K Hold
172
﹤0.01% 737
2023
Q1
$8.55K Buy
172
+19
+12% +$945 ﹤0.01% 770
2022
Q4
$7.14K Buy
153
+59
+63% +$2.75K ﹤0.01% 843
2022
Q3
$4K Sell
94
-102
-52% -$4.34K ﹤0.01% 1084
2022
Q2
$10K Buy
196
+114
+139% +$5.82K ﹤0.01% 766
2022
Q1
$4K Buy
82
+11
+15% +$537 ﹤0.01% 1152
2021
Q4
$5K Buy
71
+35
+97% +$2.47K ﹤0.01% 801
2021
Q3
$2K Buy
+36
New +$2K ﹤0.01% 777
2015
Q3
Sell
-876
Closed -$21K 530
2015
Q2
$21K Sell
876
-933
-52% -$22.4K 0.01% 273
2015
Q1
$42K Hold
1,809
0.02% 196
2014
Q4
$40K Hold
1,809
0.01% 211
2014
Q3
$38K Hold
1,809
0.01% 208
2014
Q2
$35K Buy
+1,809
New +$35K 0.01% 220