Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.5K Buy
47
+9
+24% +$3.16K ﹤0.01% 463
2025
Q1
$12K Buy
38
+2
+6% +$633 ﹤0.01% 495
2024
Q4
$12.1K Sell
36
-1
-3% -$337 ﹤0.01% 494
2024
Q3
$11.8K Sell
37
-3
-8% -$956 ﹤0.01% 507
2024
Q2
$12.9K Sell
40
-2
-5% -$643 ﹤0.01% 492
2024
Q1
$14.6K Buy
42
+5
+14% +$1.74K ﹤0.01% 471
2023
Q4
$13.4K Sell
37
-2
-5% -$726 ﹤0.01% 486
2023
Q3
$11.6K Buy
39
+3
+8% +$893 ﹤0.01% 477
2023
Q2
$11.9K Buy
36
+1
+3% +$330 ﹤0.01% 480
2023
Q1
$11.6K Buy
35
+7
+25% +$2.33K ﹤0.01% 488
2022
Q4
$6.77K Sell
28
-73
-72% -$17.6K ﹤0.01% 518
2022
Q3
$22K Buy
101
+59
+140% +$12.9K ﹤0.01% 319
2022
Q2
$10K Sell
42
-14
-25% -$3.33K ﹤0.01% 426
2022
Q1
$18K Buy
56
+16
+40% +$5.14K ﹤0.01% 349
2021
Q4
$16K Buy
40
+19
+90% +$7.6K ﹤0.01% 350
2021
Q3
$7K Buy
21
+9
+75% +$3K ﹤0.01% 497
2021
Q2
$4K Buy
12
+9
+300% +$3K ﹤0.01% 517
2021
Q1
$1K Buy
+3
New +$1K ﹤0.01% 327
2017
Q1
Sell
-74
Closed -$7K 356
2016
Q4
$7K Hold
74
﹤0.01% 253
2016
Q3
$7K Hold
74
﹤0.01% 249
2016
Q2
$7K Hold
74
﹤0.01% 246
2016
Q1
$7K Hold
74
﹤0.01% 238
2015
Q4
$7K Hold
74
﹤0.01% 255
2015
Q3
$7K Hold
74
﹤0.01% 242
2015
Q2
$7K Hold
74
﹤0.01% 330
2015
Q1
$7K Hold
74
﹤0.01% 317
2014
Q4
$6K Buy
+74
New +$6K ﹤0.01% 339