Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3K Sell
83
-36
-30% -$6.2K ﹤0.01% 1705
2025
Q1
$18.4K Buy
119
+43
+57% +$6.66K ﹤0.01% 1586
2024
Q4
$14K Sell
76
-1
-1% -$184 ﹤0.01% 1632
2024
Q3
$13.9K Sell
77
-1
-1% -$181 ﹤0.01% 1603
2024
Q2
$14.2K Sell
78
-18
-19% -$3.27K ﹤0.01% 1569
2024
Q1
$18.1K Sell
96
-1
-1% -$189 ﹤0.01% 1460
2023
Q4
$17K Sell
97
-1
-1% -$175 ﹤0.01% 1465
2023
Q3
$13.9K Hold
98
﹤0.01% 1478
2023
Q2
$13.9K Hold
98
﹤0.01% 1502
2023
Q1
$12.6K Sell
98
-1
-1% -$128 ﹤0.01% 1490
2022
Q4
$12K Sell
99
-231
-70% -$28K ﹤0.01% 1495
2022
Q3
$35K Buy
330
+100
+43% +$10.6K 0.01% 1017
2022
Q2
$24K Buy
+230
New +$24K ﹤0.01% 1177
2014
Q4
Sell
-64
Closed -$2K 963
2014
Q3
$2K Buy
64
+8
+14% +$250 ﹤0.01% 1613
2014
Q2
$2K Buy
56
+19
+51% +$679 ﹤0.01% 1616
2014
Q1
$1K Hold
37
﹤0.01% 1666
2013
Q4
$1K Hold
37
﹤0.01% 1660
2013
Q3
$1K Hold
37
﹤0.01% 1602
2013
Q2
$1K Buy
+37
New +$1K ﹤0.01% 1551