Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.6K Buy
205
+29
+16% +$4.9K ﹤0.01% 1360
2025
Q1
$27.1K Sell
176
-28
-14% -$4.32K ﹤0.01% 1436
2024
Q4
$34.6K Sell
204
-46
-18% -$7.81K ﹤0.01% 1300
2024
Q3
$43.4K Sell
250
-51
-17% -$8.86K ﹤0.01% 1196
2024
Q2
$51.8K Sell
301
-58
-16% -$9.97K 0.01% 1103
2024
Q1
$93.6K Sell
359
-18
-5% -$4.69K 0.01% 893
2023
Q4
$75.2K Buy
377
+108
+40% +$21.5K 0.01% 925
2023
Q3
$45.7K Sell
269
-65
-19% -$11.1K 0.01% 1054
2023
Q2
$69K Buy
334
+9
+3% +$1.86K 0.01% 921
2023
Q1
$74.4K Buy
325
+7
+2% +$1.6K 0.01% 873
2022
Q4
$61K Buy
318
+13
+4% +$2.49K 0.01% 891
2022
Q3
$57K Sell
305
-18
-6% -$3.36K 0.01% 847
2022
Q2
$62K Buy
+323
New +$62K 0.01% 848
2014
Q4
Sell
-438
Closed -$18K 870
2014
Q3
$18K Buy
438
+137
+46% +$5.63K 0.01% 894
2014
Q2
$12K Sell
301
-2
-0.7% -$80 ﹤0.01% 1017
2014
Q1
$14K Buy
303
+3
+1% +$139 0.01% 844
2013
Q4
$12K Hold
300
﹤0.01% 878
2013
Q3
$12K Buy
300
+285
+1,900% +$11.4K 0.01% 841
2013
Q2
$1K Buy
+15
New +$1K ﹤0.01% 1544