Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.2K Buy
72
+13
+22% +$3.83K ﹤0.01% 1358
2025
Q1
$15.7K Buy
59
+12
+26% +$3.2K ﹤0.01% 1402
2024
Q4
$11.8K Buy
47
+8
+21% +$2.01K ﹤0.01% 1416
2024
Q3
$8.59K Hold
39
﹤0.01% 1537
2024
Q2
$6.72K Buy
+39
New +$6.72K ﹤0.01% 1352
2022
Q4
Sell
-90
Closed -$13K 1754
2022
Q3
$13K Sell
90
-12
-12% -$1.73K ﹤0.01% 1229
2022
Q2
$16K Hold
102
﹤0.01% 1252
2022
Q1
$22K Hold
102
﹤0.01% 1213
2021
Q4
$25K Buy
+102
New +$25K ﹤0.01% 1201
2016
Q1
Sell
-4,019
Closed -$390K 351
2015
Q4
$390K Sell
4,019
-2,395
-37% -$232K 0.02% 256
2015
Q3
$742K Sell
6,414
-27,974
-81% -$3.24M 0.04% 173
2015
Q2
$4.14K Sell
34,388
-2,151
-6% -$259 0.19% 102
2015
Q1
$4.2K Sell
36,539
-14,503
-28% -$1.67K 0.19% 105
2014
Q4
$6.66M Buy
51,042
+1,245
+3% +$162K 0.3% 85
2014
Q3
$5.91K Buy
49,797
+22,341
+81% +$2.65K 0.29% 86
2014
Q2
$3.06M Buy
+27,456
New +$3.06M 0.15% 118