Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.27K Sell
407
-487
-54% -$9.9K ﹤0.01% 1672
2025
Q1
$18K Buy
894
+352
+65% +$7.07K ﹤0.01% 1357
2024
Q4
$14.5K Buy
542
+192
+55% +$5.15K ﹤0.01% 1362
2024
Q3
$11.6K Sell
350
-305
-47% -$10.1K ﹤0.01% 1425
2024
Q2
$30.6K Sell
655
-11
-2% -$514 ﹤0.01% 938
2024
Q1
$23.4K Buy
666
+24
+4% +$844 ﹤0.01% 1022
2023
Q4
$19.9K Hold
642
﹤0.01% 1060
2023
Q3
$18K Buy
642
+151
+31% +$4.25K ﹤0.01% 1113
2023
Q2
$12.6K Hold
491
﹤0.01% 1237
2023
Q1
$10.4K Hold
491
﹤0.01% 1281
2022
Q4
$9K Hold
491
﹤0.01% 1342
2022
Q3
$9K Hold
491
﹤0.01% 1357
2022
Q2
$10K Sell
491
-283
-37% -$5.76K ﹤0.01% 1407
2022
Q1
$21K Buy
+774
New +$21K ﹤0.01% 1242
2017
Q2
Sell
-15,600
Closed -$466K 341
2017
Q1
$466K Hold
15,600
0.02% 245
2016
Q4
$455K Hold
15,600
0.02% 244
2016
Q3
$306K Buy
15,600
+2,400
+18% +$47.1K 0.01% 290
2016
Q2
$219K Hold
13,200
0.01% 325
2016
Q1
$257K Buy
13,200
+700
+6% +$13.6K 0.01% 307
2015
Q4
$257K Hold
12,500
0.01% 311
2015
Q3
$256K Hold
12,500
0.02% 262
2015
Q2
$359 Buy
+12,500
New +$359 0.02% 243