Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-385
Closed -$9.33K 2545
2025
Q1
$9.33K Buy
385
+225
+141% +$5.45K ﹤0.01% 1825
2024
Q4
$5.41K Hold
160
﹤0.01% 1951
2024
Q3
$7.68K Sell
160
-34
-18% -$1.63K ﹤0.01% 1815
2024
Q2
$9.15K Sell
194
-38
-16% -$1.79K ﹤0.01% 1717
2024
Q1
$13.6K Hold
232
﹤0.01% 1554
2023
Q4
$12.5K Hold
232
﹤0.01% 1569
2023
Q3
$11.6K Buy
232
+23
+11% +$1.15K ﹤0.01% 1544
2023
Q2
$10.7K Hold
209
﹤0.01% 1596
2023
Q1
$11.6K Sell
209
-69
-25% -$3.83K ﹤0.01% 1522
2022
Q4
$15K Sell
278
-18
-6% -$971 ﹤0.01% 1413
2022
Q3
$13K Hold
296
﹤0.01% 1355
2022
Q2
$14K Buy
+296
New +$14K ﹤0.01% 1359
2014
Q4
Sell
-39
Closed -$1K 901
2014
Q3
$1K Hold
39
﹤0.01% 1763
2014
Q2
$1K Sell
39
-2
-5% -$51 ﹤0.01% 1788
2014
Q1
$1K Sell
41
-31
-43% -$756 ﹤0.01% 1660
2013
Q4
$2K Hold
72
﹤0.01% 1484
2013
Q3
$2K Hold
72
﹤0.01% 1435
2013
Q2
$2K Buy
+72
New +$2K ﹤0.01% 1361