Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.5K Sell
158
-4
-2% -$518 ﹤0.01% 654
2025
Q1
$19.5K Sell
162
-7
-4% -$843 ﹤0.01% 667
2024
Q4
$19.7K Sell
169
-17
-9% -$1.98K ﹤0.01% 651
2024
Q3
$28K Sell
186
-40
-18% -$6.01K ﹤0.01% 573
2024
Q2
$35.7K Sell
226
-3
-1% -$474 ﹤0.01% 477
2024
Q1
$45.3K Hold
229
﹤0.01% 445
2023
Q4
$39.9K Buy
229
+19
+9% +$3.31K ﹤0.01% 445
2023
Q3
$32.8K Buy
210
+4
+2% +$625 ﹤0.01% 437
2023
Q2
$33.8K Hold
206
﹤0.01% 431
2023
Q1
$31.8K Sell
206
-1
-0.5% -$154 ﹤0.01% 436
2022
Q4
$27.3K Sell
207
-5
-2% -$659 ﹤0.01% 467
2022
Q3
$23K Sell
212
-40
-16% -$4.34K ﹤0.01% 545
2022
Q2
$26K Sell
252
-2
-0.8% -$206 ﹤0.01% 539
2022
Q1
$38K Buy
254
+17
+7% +$2.54K ﹤0.01% 480
2021
Q4
$27K Hold
237
﹤0.01% 521
2021
Q3
$23K Buy
+237
New +$23K ﹤0.01% 524
2020
Q3
Sell
-155
Closed -$6K 587
2020
Q2
$6K Hold
155
﹤0.01% 423
2020
Q1
$6K Hold
155
﹤0.01% 380
2019
Q4
$9K Hold
155
﹤0.01% 379
2019
Q3
$8K Hold
155
﹤0.01% 384
2019
Q2
$9K Hold
155
﹤0.01% 375
2019
Q1
$9K Hold
155
﹤0.01% 366
2018
Q4
$8K Buy
+155
New +$8K ﹤0.01% 367
2018
Q2
Sell
-13
Closed -$1K 524
2018
Q1
$1K Buy
+13
New +$1K ﹤0.01% 501
2015
Q3
Sell
-395
Closed -$17K 541
2015
Q2
$17K Hold
395
0.01% 302
2015
Q1
$19K Sell
395
-118
-23% -$5.68K 0.01% 293
2014
Q4
$25K Buy
513
+207
+68% +$10.1K ﹤0.01% 265
2014
Q3
$17K Hold
306
﹤0.01% 282
2014
Q2
$15K Buy
+306
New +$15K ﹤0.01% 286