Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8K Sell
450
-40
-8% -$1.67K ﹤0.01% 1595
2025
Q1
$20.7K Buy
490
+287
+141% +$12.1K ﹤0.01% 1534
2024
Q4
$9.87K Buy
203
+110
+118% +$5.35K ﹤0.01% 1754
2024
Q3
$6.13K Sell
93
-38
-29% -$2.51K ﹤0.01% 1879
2024
Q2
$7.54K Buy
131
+39
+42% +$2.24K ﹤0.01% 1778
2024
Q1
$5.86K Buy
92
+18
+24% +$1.15K ﹤0.01% 1858
2023
Q4
$4.67K Sell
74
-89
-55% -$5.61K ﹤0.01% 1949
2023
Q3
$10.9K Sell
163
-72
-31% -$4.82K ﹤0.01% 1571
2023
Q2
$24.5K Sell
235
-8
-3% -$835 ﹤0.01% 1291
2023
Q1
$29.7K Hold
243
﹤0.01% 1175
2022
Q4
$30K Sell
243
-13
-5% -$1.61K ﹤0.01% 1141
2022
Q3
$27K Sell
256
-1
-0.4% -$105 ﹤0.01% 1100
2022
Q2
$28K Buy
+257
New +$28K ﹤0.01% 1123
2014
Q4
Sell
-203
Closed -$10K 602
2014
Q3
$10K Sell
203
-41
-17% -$2.02K ﹤0.01% 1108
2014
Q2
$15K Hold
244
﹤0.01% 931
2014
Q1
$16K Hold
244
0.01% 802
2013
Q4
$16K Hold
244
0.01% 784
2013
Q3
$15K Hold
244
0.01% 754
2013
Q2
$13K Buy
+244
New +$13K 0.01% 763