Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.41K Hold
48
﹤0.01% 1055
2025
Q1
$5.39K Sell
48
-32
-40% -$3.59K ﹤0.01% 1092
2024
Q4
$8.94K Hold
80
﹤0.01% 881
2024
Q3
$11.1K Buy
80
+1
+1% +$139 ﹤0.01% 820
2024
Q2
$9.29K Hold
79
﹤0.01% 821
2024
Q1
$10.3K Buy
79
+32
+68% +$4.17K ﹤0.01% 809
2023
Q4
$5.84K Hold
47
﹤0.01% 988
2023
Q3
$4.96K Hold
47
﹤0.01% 995
2023
Q2
$5.29K Sell
47
-5
-10% -$562 ﹤0.01% 976
2023
Q1
$5.59K Sell
52
-4
-7% -$430 ﹤0.01% 945
2022
Q4
$6.21K Buy
56
+2
+4% +$222 ﹤0.01% 906
2022
Q3
$5K Sell
54
-5
-8% -$463 ﹤0.01% 1005
2022
Q2
$5K Buy
59
+27
+84% +$2.29K ﹤0.01% 1011
2022
Q1
$3K Buy
32
+19
+146% +$1.78K ﹤0.01% 1311
2021
Q4
$1K Buy
+13
New +$1K ﹤0.01% 1537
2016
Q4
Sell
-3,318
Closed -$230K 487
2016
Q3
$230K Sell
3,318
-308
-8% -$21.4K 0.07% 115
2016
Q2
$212K Sell
3,626
-469
-11% -$27.4K 0.06% 150
2016
Q1
$218K Sell
4,095
-94
-2% -$5K 0.06% 124
2015
Q4
$192K Buy
4,189
+1
+0% +$46 0.06% 138
2015
Q3
$168K Sell
4,188
-323
-7% -$13K 0.07% 120
2015
Q2
$238K Buy
4,511
+2
+0% +$106 0.12% 81
2015
Q1
$232K Buy
4,509
+65
+1% +$3.34K 0.11% 80
2014
Q4
$220K Sell
4,444
-352
-7% -$17.4K 0.04% 78
2014
Q3
$212K Sell
4,796
-712
-13% -$31.5K 0.04% 74
2014
Q2
$243K Sell
5,508
-2,381
-30% -$105K 0.04% 72
2014
Q1
$295K Buy
+7,889
New +$295K 0.16% 85