Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.7K Sell
641
-821
-56% -$20.1K ﹤0.01% 1081
2025
Q1
$40.5K Sell
1,462
-45
-3% -$1.25K ﹤0.01% 831
2024
Q4
$49.2K Buy
1,507
+43
+3% +$1.4K ﹤0.01% 783
2024
Q3
$52.5K Buy
1,464
+21
+1% +$753 ﹤0.01% 762
2024
Q2
$50.5K Sell
1,443
-1,313
-48% -$46K ﹤0.01% 749
2024
Q1
$83.3K Buy
2,756
+615
+29% +$18.6K 0.01% 628
2023
Q4
$64.4K Buy
+2,141
New +$64.4K 0.01% 620
2020
Q3
Sell
-16,006
Closed -$279K 441
2020
Q2
$279K Buy
+16,006
New +$279K 0.03% 327
2019
Q4
Sell
-14,006
Closed -$265K 453
2019
Q3
$265K Buy
+14,006
New +$265K 0.03% 323
2018
Q1
Sell
-72,884
Closed -$1.53M 395
2017
Q4
$1.53M Buy
72,884
+222
+0.3% +$4.66K 0.17% 143
2017
Q3
$1.45M Hold
72,662
0.16% 154
2017
Q2
$1.27M Buy
+72,662
New +$1.27M 0.14% 173