Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84K Sell
4,182
-1,568
-27% -$31.5K ﹤0.01% 1313
2025
Q1
$139K Buy
5,750
+289
+5% +$6.99K ﹤0.01% 1285
2024
Q4
$185K Buy
5,461
+2,476
+83% +$83.9K ﹤0.01% 1183
2024
Q3
$143K Sell
2,985
-2
-0.1% -$96 ﹤0.01% 1081
2024
Q2
$141K Sell
2,987
-578
-16% -$27.3K ﹤0.01% 1000
2024
Q1
$210K Buy
3,565
+971
+37% +$57.2K ﹤0.01% 839
2023
Q4
$140K Buy
2,594
+161
+7% +$8.69K ﹤0.01% 930
2023
Q3
$122K Buy
2,433
+2,011
+477% +$101K ﹤0.01% 937
2023
Q2
$22K Sell
422
-69
-14% -$3.6K ﹤0.01% 1463
2023
Q1
$27K Hold
491
﹤0.01% 1475
2022
Q4
$26K Sell
491
-11,363
-96% -$602K ﹤0.01% 1487
2022
Q3
$508K Buy
11,854
+11,496
+3,211% +$493K ﹤0.01% 758
2022
Q2
$17K Buy
+358
New +$17K ﹤0.01% 1532
2016
Q4
Sell
-564
Closed -$12K 1324
2016
Q3
$12K Hold
564
﹤0.01% 1284
2016
Q2
$14K Hold
564
﹤0.01% 1264
2016
Q1
$10K Hold
564
﹤0.01% 1246
2015
Q4
$10K Buy
+564
New +$10K ﹤0.01% 1250
2014
Q4
Sell
-9,760
Closed -$246K 1465
2014
Q3
$246K Buy
+9,760
New +$246K 0.01% 924