Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.3K Buy
1,380
+132
+11% +$4.62K ﹤0.01% 792
2025
Q1
$47.4K Sell
1,248
-457
-27% -$17.3K ﹤0.01% 782
2024
Q4
$87.6K Buy
1,705
+44
+3% +$2.26K 0.01% 666
2024
Q3
$85K Sell
1,661
-97
-6% -$4.96K 0.01% 683
2024
Q2
$80.5K Buy
1,758
+225
+15% +$10.3K 0.01% 669
2024
Q1
$72.7K Buy
1,533
+137
+10% +$6.49K 0.01% 657
2023
Q4
$66.4K Buy
+1,396
New +$66.4K 0.01% 615
2017
Q2
Sell
-2,523
Closed -$276K 485
2017
Q1
$276K Hold
2,523
0.03% 371
2016
Q4
$279K Hold
2,523
0.03% 354
2016
Q3
$297K Sell
2,523
-809
-24% -$95.2K 0.04% 346
2016
Q2
$348K Sell
3,332
-126
-4% -$13.2K 0.04% 322
2016
Q1
$403K Hold
3,458
0.05% 295
2015
Q4
$397K Sell
3,458
-274
-7% -$31.5K 0.05% 306
2015
Q3
$388K Sell
3,732
-61
-2% -$6.34K 0.05% 314
2015
Q2
$428K Buy
3,793
+3
+0.1% +$339 0.05% 328
2015
Q1
$431K Sell
3,790
-33
-0.9% -$3.75K 0.05% 323
2014
Q4
$398K Hold
3,823
0.05% 326
2014
Q3
$384K Buy
+3,823
New +$384K 0.05% 340