Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.08K Buy
92
+28
+44% +$2.76K ﹤0.01% 674
2025
Q1
$6.68K Sell
64
-192
-75% -$20K ﹤0.01% 710
2024
Q4
$34.6K Buy
256
+163
+175% +$22K ﹤0.01% 464
2024
Q3
$14.5K Sell
93
-47
-34% -$7.33K ﹤0.01% 601
2024
Q2
$20.7K Buy
140
+10
+8% +$1.48K ﹤0.01% 533
2024
Q1
$23K Sell
130
-3,543
-96% -$628K ﹤0.01% 508
2023
Q4
$523K Sell
3,673
-17
-0.5% -$2.42K 0.04% 133
2023
Q3
$408K Buy
3,690
+98
+3% +$10.8K 0.04% 143
2023
Q2
$474K Hold
3,592
0.04% 127
2023
Q1
$595K Buy
3,592
+57
+2% +$9.44K 0.06% 106
2022
Q4
$527K Buy
3,535
+3
+0.1% +$447 0.05% 112
2022
Q3
$524K Hold
3,532
0.06% 102
2022
Q2
$499K Buy
3,532
+3,435
+3,541% +$485K 0.05% 101
2022
Q1
$21K Buy
+97
New +$21K ﹤0.01% 457
2021
Q4
Sell
-75
Closed -$17K 615
2021
Q3
$17K Buy
75
+21
+39% +$4.76K ﹤0.01% 436
2021
Q2
$13K Hold
54
﹤0.01% 426
2021
Q1
$11K Hold
54
﹤0.01% 418
2020
Q4
$10K Buy
+54
New +$10K ﹤0.01% 387
2018
Q3
Sell
-192
Closed -$15K 494
2018
Q2
$15K Buy
+192
New +$15K ﹤0.01% 306
2016
Q3
Sell
-26
Closed -$2K 524
2016
Q2
$2K Buy
26
+1
+4% +$77 ﹤0.01% 483
2016
Q1
$2K Hold
25
﹤0.01% 417
2015
Q4
$2K Buy
+25
New +$2K ﹤0.01% 432
2013
Q4
Sell
-795
Closed -$46K 429
2013
Q3
$46K Buy
795
+35
+5% +$2.03K 0.03% 176
2013
Q2
$44K Buy
+760
New +$44K 0.03% 164