Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.21K Buy
+325
New +$7.21K ﹤0.01% 837
2025
Q1
Sell
-101
Closed -$2.34K 1708
2024
Q4
$2.34K Buy
+101
New +$2.34K ﹤0.01% 630
2023
Q3
Sell
-810
Closed -$36.9K 636
2023
Q2
$36.9K Sell
810
-1,215
-60% -$55.4K ﹤0.01% 368
2023
Q1
$90.7K Hold
2,025
0.01% 318
2022
Q4
$89K Hold
2,025
0.01% 339
2022
Q3
$85K Sell
2,025
-300
-13% -$12.6K 0.01% 329
2022
Q2
$114K Buy
2,325
+435
+23% +$21.3K 0.01% 307
2022
Q1
$105K Hold
1,890
0.01% 351
2021
Q4
$98K Hold
1,890
0.01% 334
2021
Q3
$95K Buy
+1,890
New +$95K 0.01% 300
2018
Q3
Sell
-8,250
Closed -$334K 266
2018
Q2
$334K Buy
8,250
+85
+1% +$3.44K 0.04% 222
2018
Q1
$352K Hold
8,165
0.04% 206
2017
Q4
$392K Buy
+8,165
New +$392K 0.04% 228
2014
Q2
Sell
-7,751
Closed -$334K 261
2014
Q1
$334K Sell
7,751
-22,676
-75% -$977K 0.05% 204
2013
Q4
$1.32M Sell
30,427
-1,209
-4% -$52.3K 0.22% 115
2013
Q3
$1.35M Buy
31,636
+679
+2% +$29K 0.25% 108
2013
Q2
$1.27M Buy
+30,957
New +$1.27M 0.27% 100