Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.5K Sell
1,287
-44
-3% -$1.08K ﹤0.01% 641
2025
Q1
$36.9K Sell
1,331
-99
-7% -$2.74K ﹤0.01% 607
2024
Q4
$46.7K Buy
1,430
+128
+10% +$4.18K 0.01% 551
2024
Q3
$46.7K Buy
1,302
+186
+17% +$6.67K 0.01% 553
2024
Q2
$39.1K Sell
1,116
-577
-34% -$20.2K ﹤0.01% 546
2024
Q1
$51.2K Buy
1,693
+57
+3% +$1.72K 0.01% 468
2023
Q4
$49.2K Buy
1,636
+156
+11% +$4.69K 0.01% 433
2023
Q3
$38K Sell
1,480
-137
-8% -$3.52K 0.01% 453
2023
Q2
$49.7K Buy
1,617
+94
+6% +$2.89K 0.01% 413
2023
Q1
$44.7K Hold
1,523
0.01% 432
2022
Q4
$40.9K Buy
1,523
+65
+4% +$1.75K 0.01% 381
2022
Q3
$36K Buy
1,458
+18
+1% +$444 0.01% 375
2022
Q2
$47K Sell
1,440
-34
-2% -$1.11K 0.01% 366
2022
Q1
$54K Buy
1,474
+21
+1% +$769 0.01% 394
2021
Q4
$55K Buy
1,453
+13
+0.9% +$492 0.01% 395
2021
Q3
$39K Hold
1,440
0.01% 445
2021
Q2
$43K Hold
1,440
0.01% 393
2021
Q1
$46K Sell
1,440
-113
-7% -$3.61K 0.01% 386
2020
Q4
$38K Buy
1,553
+77
+5% +$1.88K 0.01% 387
2020
Q3
$28K Buy
1,476
+36
+3% +$683 ﹤0.01% 366
2020
Q2
$25K Hold
1,440
﹤0.01% 411
2020
Q1
$25K Hold
1,440
﹤0.01% 407
2019
Q4
$30K Buy
+1,440
New +$30K ﹤0.01% 409
2019
Q3
Sell
-433
Closed -$9K 531
2019
Q2
$9K Hold
433
﹤0.01% 490
2019
Q1
$8K Sell
433
-373
-46% -$6.89K ﹤0.01% 572
2018
Q4
$18K Hold
806
﹤0.01% 422
2018
Q3
$21K Hold
806
﹤0.01% 419
2018
Q2
$18K Buy
806
+373
+86% +$8.33K ﹤0.01% 435
2018
Q1
$9K Buy
+433
New +$9K ﹤0.01% 469
2015
Q1
Sell
-7,038
Closed -$128K 693
2014
Q4
$128K Hold
7,038
0.02% 481
2014
Q3
$113K Hold
7,038
0.02% 528
2014
Q2
$108K Sell
7,038
-330
-4% -$5.06K 0.01% 538
2014
Q1
$108K Buy
7,368
+330
+5% +$4.84K 0.02% 509
2013
Q4
$89K Buy
7,038
+11
+0.2% +$139 0.01% 494
2013
Q3
$67K Sell
7,027
-726
-9% -$6.92K 0.01% 536
2013
Q2
$87K Buy
+7,753
New +$87K 0.02% 476