Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.5K Hold
571
﹤0.01% 1161
2025
Q1
$27.7K Sell
571
-100
-15% -$4.85K ﹤0.01% 1083
2024
Q4
$32.8K Sell
671
-6
-0.9% -$293 ﹤0.01% 992
2024
Q3
$42K Hold
677
﹤0.01% 947
2024
Q2
$38.7K Sell
677
-575
-46% -$32.8K ﹤0.01% 894
2024
Q1
$72.2K Buy
1,252
+6
+0.5% +$346 0.01% 711
2023
Q4
$85.1K Hold
1,246
0.01% 687
2023
Q3
$70.9K Hold
1,246
0.01% 700
2023
Q2
$74.3K Hold
1,246
0.01% 710
2023
Q1
$79K Hold
1,246
0.01% 680
2022
Q4
$77.3K Sell
1,246
-100
-7% -$6.21K 0.01% 678
2022
Q3
$67K Buy
1,346
+172
+15% +$8.56K 0.01% 756
2022
Q2
$66K Sell
1,174
-476
-29% -$26.8K 0.01% 786
2022
Q1
$114K Sell
1,650
-266
-14% -$18.4K 0.01% 703
2021
Q4
$103K Buy
1,916
+263
+16% +$14.1K 0.01% 789
2021
Q3
$79K Buy
1,653
+644
+64% +$30.8K 0.01% 861
2021
Q2
$66K Hold
1,009
﹤0.01% 895
2021
Q1
$62K Hold
1,009
﹤0.01% 872
2020
Q4
$59K Buy
1,009
+56
+6% +$3.28K ﹤0.01% 823
2020
Q3
$44K Sell
953
-115
-11% -$5.31K ﹤0.01% 878
2020
Q2
$47K Buy
1,068
+280
+36% +$12.3K ﹤0.01% 870
2020
Q1
$26K Sell
788
-2,045
-72% -$67.5K ﹤0.01% 987
2019
Q4
$138K Sell
2,833
-56
-2% -$2.73K 0.01% 594
2019
Q3
$127K Sell
2,889
-783
-21% -$34.4K 0.01% 605
2019
Q2
$190K Buy
3,672
+1,430
+64% +$74K 0.02% 456
2019
Q1
$109K Buy
2,242
+448
+25% +$21.8K 0.01% 534
2018
Q4
$77K Buy
1,794
+141
+9% +$6.05K 0.01% 584
2018
Q3
$74K Hold
1,653
0.01% 624
2018
Q2
$74K Buy
1,653
+336
+26% +$15K 0.01% 600
2018
Q1
$52K Buy
1,317
+224
+20% +$8.84K 0.01% 685
2017
Q4
$45K Buy
+1,093
New +$45K 0.01% 677