Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.9K Sell
251
-88
-26% -$3.82K ﹤0.01% 761
2025
Q1
$15.6K Buy
+339
New +$15.6K ﹤0.01% 734
2024
Q3
Sell
-85
Closed -$2.94K 625
2024
Q2
$2.94K Buy
+85
New +$2.94K ﹤0.01% 574
2023
Q4
Sell
-80
Closed -$3.02K 622
2023
Q3
$3.02K Hold
80
﹤0.01% 549
2023
Q2
$3.26K Sell
80
-1,826
-96% -$74.4K ﹤0.01% 533
2023
Q1
$79.8K Hold
1,906
0.01% 333
2022
Q4
$82.4K Hold
1,906
0.01% 348
2022
Q3
$71K Sell
1,906
-100
-5% -$3.73K 0.01% 349
2022
Q2
$91K Buy
2,006
+100
+5% +$4.54K 0.01% 333
2022
Q1
$91K Sell
1,906
-766
-29% -$36.6K 0.01% 372
2021
Q4
$110K Hold
2,672
0.01% 324
2021
Q3
$92K Buy
+2,672
New +$92K 0.01% 304
2015
Q2
Sell
-42,757
Closed -$1.03M 222
2015
Q1
$1.03M Sell
42,757
-32,835
-43% -$787K 0.15% 137
2014
Q4
$2M Buy
75,592
+18,582
+33% +$491K 0.31% 95
2014
Q3
$1.39M Buy
+57,010
New +$1.39M 0.21% 121