Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73K Sell
20
-31
-61% -$2.68K ﹤0.01% 822
2025
Q1
$2.65K Sell
51
-31
-38% -$1.61K ﹤0.01% 847
2024
Q4
$4.51K Hold
82
﹤0.01% 844
2024
Q3
$5.49K Buy
82
+6
+8% +$401 ﹤0.01% 727
2024
Q2
$4.21K Buy
+76
New +$4.21K ﹤0.01% 798
2022
Q4
Sell
-616
Closed -$16K 874
2022
Q3
$16K Buy
616
+246
+66% +$6.39K ﹤0.01% 1164
2022
Q2
$8K Buy
370
+9
+2% +$195 ﹤0.01% 1440
2022
Q1
$10K Buy
+361
New +$10K ﹤0.01% 1532
2021
Q4
Sell
-179
Closed -$3K 1230
2021
Q3
$3K Sell
179
-11
-6% -$184 ﹤0.01% 2055
2021
Q2
$4K Buy
190
+12
+7% +$253 ﹤0.01% 1991
2021
Q1
$4K Hold
178
﹤0.01% 1897
2020
Q4
$3K Hold
178
﹤0.01% 1335
2020
Q3
$2K Hold
178
﹤0.01% 1800
2020
Q2
$2K Buy
+178
New +$2K ﹤0.01% 1743
2016
Q1
Sell
-1,616
Closed -$18K 840
2015
Q4
$18K Buy
+1,616
New +$18K ﹤0.01% 745
2015
Q1
Sell
-15,354
Closed -$534K 511
2014
Q4
$534K Buy
15,354
+710
+5% +$24.7K 0.07% 305
2014
Q3
$544K Sell
14,644
-91
-0.6% -$3.38K 0.08% 217
2014
Q2
$665K Buy
14,735
+1,395
+10% +$63K 0.1% 147
2014
Q1
$503K Buy
13,340
+2,640
+25% +$99.5K 0.08% 186
2013
Q4
$381K Buy
10,700
+235
+2% +$8.37K 0.07% 237
2013
Q3
$319K Buy
10,465
+30
+0.3% +$914 0.06% 241
2013
Q2
$275K Buy
+10,435
New +$275K 0.05% 259