Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47K Sell
417
-197
-32% -$22.2K ﹤0.01% 1613
2025
Q1
$68.9K Buy
614
+390
+174% +$43.8K ﹤0.01% 1401
2024
Q4
$25K Buy
224
+69
+45% +$7.71K ﹤0.01% 1948
2024
Q3
$21.6K Buy
155
+16
+12% +$2.23K ﹤0.01% 1996
2024
Q2
$16.3K Sell
139
-10
-7% -$1.18K ﹤0.01% 2056
2024
Q1
$19.4K Buy
149
+7
+5% +$913 ﹤0.01% 2005
2023
Q4
$17.7K Buy
142
+61
+75% +$7.58K ﹤0.01% 1973
2023
Q3
$8.55K Sell
81
-8
-9% -$844 ﹤0.01% 2288
2023
Q2
$10K Sell
89
-6
-6% -$675 ﹤0.01% 2233
2023
Q1
$10.2K Sell
95
-5
-5% -$537 ﹤0.01% 2199
2022
Q4
$11.1K Buy
100
+17
+20% +$1.89K ﹤0.01% 2099
2022
Q3
$7K Buy
83
+6
+8% +$506 ﹤0.01% 2264
2022
Q2
$7K Sell
77
-15
-16% -$1.36K ﹤0.01% 2317
2022
Q1
$8K Buy
92
+14
+18% +$1.22K ﹤0.01% 2274
2021
Q4
$7K Buy
78
+4
+5% +$359 ﹤0.01% 2279
2021
Q3
$6K Buy
74
+10
+16% +$811 ﹤0.01% 2292
2021
Q2
$6K Hold
64
﹤0.01% 2221
2021
Q1
$5K Sell
64
-19
-23% -$1.48K ﹤0.01% 2159
2020
Q4
$8K Hold
83
﹤0.01% 1794
2020
Q3
$7K Sell
83
-20
-19% -$1.69K ﹤0.01% 1779
2020
Q2
$8K Buy
103
+39
+61% +$3.03K ﹤0.01% 1646
2020
Q1
$5K Buy
+64
New +$5K ﹤0.01% 1691
2015
Q2
Sell
-16
Closed -$1K 1109
2015
Q1
$1K Hold
16
﹤0.01% 890
2014
Q4
$1K Hold
16
﹤0.01% 807
2014
Q3
$1K Hold
16
﹤0.01% 644
2014
Q2
$1K Hold
16
﹤0.01% 808
2014
Q1
$1K Buy
16
+5
+45% +$313 ﹤0.01% 716
2013
Q4
$0 Buy
+11
New ﹤0.01% 795