Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.4K Sell
634
-177
-22% -$18.3K ﹤0.01% 1016
2025
Q1
$75.1K Buy
811
+474
+141% +$43.9K ﹤0.01% 886
2024
Q4
$31.5K Buy
337
+154
+84% +$14.4K ﹤0.01% 1094
2024
Q3
$17.9K Buy
183
+169
+1,207% +$16.5K ﹤0.01% 1273
2024
Q2
$1.37K Sell
14
-27
-66% -$2.64K ﹤0.01% 1896
2024
Q1
$5.04K Sell
41
-29
-41% -$3.57K ﹤0.01% 1379
2023
Q4
$8.5K Hold
70
﹤0.01% 1328
2023
Q3
$8.28K Buy
+70
New +$8.28K ﹤0.01% 1326
2022
Q3
Sell
-9
Closed -$1K 1735
2022
Q2
$1K Hold
9
﹤0.01% 1799
2022
Q1
$1K Sell
9
-14
-61% -$1.56K ﹤0.01% 1879
2021
Q4
$3K Buy
+23
New +$3K ﹤0.01% 1722
2014
Q3
Sell
-11,910
Closed -$670K 302
2014
Q2
$670K Buy
11,910
+4,595
+63% +$258K 0.03% 195
2014
Q1
$403K Buy
+7,315
New +$403K 0.02% 227