Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.32K Sell
181
-302
-63% -$8.88K ﹤0.01% 1811
2025
Q1
$16.9K Buy
483
+5
+1% +$175 ﹤0.01% 1374
2024
Q4
$21.3K Hold
478
﹤0.01% 1237
2024
Q3
$20.8K Sell
478
-8
-2% -$349 ﹤0.01% 1214
2024
Q2
$13.2K Sell
486
-63
-11% -$1.71K ﹤0.01% 1204
2024
Q1
$16K Buy
549
+66
+14% +$1.93K ﹤0.01% 1159
2023
Q4
$18.2K Sell
483
-283
-37% -$10.6K ﹤0.01% 1093
2023
Q3
$34.5K Hold
766
﹤0.01% 927
2023
Q2
$56.4K Hold
766
﹤0.01% 820
2023
Q1
$44.9K Sell
766
-164
-18% -$9.62K ﹤0.01% 862
2022
Q4
$47K Buy
930
+209
+29% +$10.6K ﹤0.01% 863
2022
Q3
$63K Buy
721
+160
+29% +$14K ﹤0.01% 819
2022
Q2
$64K Hold
561
﹤0.01% 846
2022
Q1
$73K Sell
561
-300
-35% -$39K ﹤0.01% 853
2021
Q4
$155K Buy
+861
New +$155K ﹤0.01% 712
2017
Q2
Sell
-11,825
Closed -$481K 331
2017
Q1
$481K Hold
11,825
0.02% 242
2016
Q4
$401K Sell
11,825
-1,000
-8% -$33.9K 0.01% 255
2016
Q3
$491K Hold
12,825
0.02% 244
2016
Q2
$439K Hold
12,825
0.02% 246
2016
Q1
$357K Hold
12,825
0.02% 262
2015
Q4
$399K Sell
12,825
-2,600
-17% -$80.9K 0.02% 255
2015
Q3
$480K Hold
15,425
0.03% 193
2015
Q2
$582 Buy
+15,425
New +$582 0.03% 199