Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.55K Sell
96
-15
-14% -$1.02K ﹤0.01% 580
2025
Q1
$6.61K Buy
111
+14
+14% +$833 ﹤0.01% 578
2024
Q4
$5.87K Sell
97
-30
-24% -$1.82K ﹤0.01% 587
2024
Q3
$9.15K Sell
127
-66
-34% -$4.75K ﹤0.01% 545
2024
Q2
$13.6K Buy
193
+11
+6% +$775 ﹤0.01% 484
2024
Q1
$14.5K Sell
182
-31
-15% -$2.47K ﹤0.01% 472
2023
Q4
$19.1K Sell
213
-21
-9% -$1.88K ﹤0.01% 434
2023
Q3
$23.1K Buy
234
+15
+7% +$1.48K ﹤0.01% 369
2023
Q2
$22.4K Sell
219
-54
-20% -$5.51K ﹤0.01% 386
2023
Q1
$30.6K Buy
273
+119
+77% +$13.4K ﹤0.01% 336
2022
Q4
$14.3K Buy
154
+49
+47% +$4.56K ﹤0.01% 407
2022
Q3
$8K Sell
105
-21
-17% -$1.6K ﹤0.01% 484
2022
Q2
$11K Buy
126
+25
+25% +$2.18K ﹤0.01% 412
2022
Q1
$12K Buy
101
+2
+2% +$238 ﹤0.01% 414
2021
Q4
$16K Buy
99
+12
+14% +$1.94K ﹤0.01% 351
2021
Q3
$13K Buy
87
+38
+78% +$5.68K ﹤0.01% 374
2021
Q2
$8K Buy
49
+40
+444% +$6.53K ﹤0.01% 399
2021
Q1
$1K Buy
+9
New +$1K ﹤0.01% 329
2016
Q1
Sell
-121
Closed -$10K 288
2015
Q4
$10K Hold
121
﹤0.01% 235
2015
Q3
$9K Hold
121
﹤0.01% 228
2015
Q2
$10K Buy
121
+47
+64% +$3.88K ﹤0.01% 300
2015
Q1
$6K Hold
74
﹤0.01% 329
2014
Q4
$5K Buy
+74
New +$5K ﹤0.01% 366