Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.3K Buy
1,324
+42
+3% +$2.87K 0.01% 992
2025
Q1
$76.3K Buy
1,282
+45
+4% +$2.68K 0.01% 1028
2024
Q4
$74.8K Sell
1,237
-118
-9% -$7.14K 0.01% 1025
2024
Q3
$97.6K Sell
1,355
-247
-15% -$17.8K 0.01% 937
2024
Q2
$113K Buy
1,602
+348
+28% +$24.5K 0.01% 836
2024
Q1
$99.9K Sell
1,254
-85
-6% -$6.77K 0.01% 871
2023
Q4
$120K Buy
1,339
+307
+30% +$27.5K 0.01% 782
2023
Q3
$102K Sell
1,032
-6
-0.6% -$592 0.01% 794
2023
Q2
$106K Buy
1,038
+160
+18% +$16.3K 0.01% 790
2023
Q1
$98.5K Sell
878
-24
-3% -$2.69K 0.01% 773
2022
Q4
$84K Buy
902
+15
+2% +$1.4K 0.01% 792
2022
Q3
$69K Buy
887
+73
+9% +$5.68K 0.01% 785
2022
Q2
$73K Buy
+814
New +$73K 0.01% 801
2014
Q4
Sell
-415
Closed -$25K 348
2014
Q3
$25K Sell
415
-116
-22% -$6.99K 0.01% 758
2014
Q2
$37K Buy
531
+283
+114% +$19.7K 0.01% 650
2014
Q1
$17K Sell
248
-42
-14% -$2.88K 0.01% 779
2013
Q4
$17K Hold
290
0.01% 761
2013
Q3
$17K Sell
290
-85
-23% -$4.98K 0.01% 710
2013
Q2
$19K Buy
+375
New +$19K 0.01% 641