Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.2K Sell
333
-23
-6% -$2.36K ﹤0.01% 2953
2025
Q1
$39.9K Sell
356
-28
-7% -$3.14K ﹤0.01% 2844
2024
Q4
$42.7K Buy
384
+30
+8% +$3.34K ﹤0.01% 2817
2024
Q3
$38.6K Buy
354
+21
+6% +$2.29K ﹤0.01% 2856
2024
Q2
$28.2K Buy
333
+120
+56% +$10.2K ﹤0.01% 2915
2024
Q1
$18.7K Buy
213
+36
+20% +$3.16K ﹤0.01% 3118
2023
Q4
$14.6K Hold
177
﹤0.01% 3170
2023
Q3
$11.6K Buy
+177
New +$11.6K ﹤0.01% 3112
2023
Q1
Sell
-1,281
Closed -$62.1K 4079
2022
Q4
$62.1K Sell
1,281
-8,076
-86% -$391K ﹤0.01% 2410
2022
Q3
$431K Buy
9,357
+1,311
+16% +$60.4K ﹤0.01% 1461
2022
Q2
$395K Buy
8,046
+8,031
+53,540% +$394K ﹤0.01% 1557
2022
Q1
$1K Buy
+15
New +$1K ﹤0.01% 3897
2021
Q4
Sell
-30
Closed -$2K 4070
2021
Q3
$2K Buy
+30
New +$2K ﹤0.01% 3824
2020
Q1
Sell
-393
Closed -$11K 3614
2019
Q4
$11K Sell
393
-537
-58% -$15K ﹤0.01% 3020
2019
Q3
$23K Buy
930
+537
+137% +$13.3K ﹤0.01% 2778
2019
Q2
$11K Sell
393
-144
-27% -$4.03K ﹤0.01% 3056
2019
Q1
$12K Sell
537
-1,581
-75% -$35.3K ﹤0.01% 3000
2018
Q4
$44K Buy
+2,118
New +$44K ﹤0.01% 2505
2016
Q2
Sell
-66
Closed 3555
2016
Q1
$0 Sell
66
-429
-87% ﹤0.01% 3543
2015
Q4
$7K Hold
495
﹤0.01% 3135
2015
Q3
$5K Buy
495
+33
+7% +$333 ﹤0.01% 3238
2015
Q2
$5K Sell
462
-129
-22% -$1.4K ﹤0.01% 3285
2015
Q1
$7K Buy
591
+129
+28% +$1.53K ﹤0.01% 3210
2014
Q4
$6K Sell
462
-267
-37% -$3.47K ﹤0.01% 3219
2014
Q3
$8K Buy
729
+90
+14% +$988 ﹤0.01% 3102
2014
Q2
$10K Buy
+639
New +$10K ﹤0.01% 3058
2014
Q1
Sell
-141
Closed -$2K 3478
2013
Q4
$2K Buy
+141
New +$2K ﹤0.01% 3280