Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.4K Buy
487
+101
+26% +$15.8K ﹤0.01% 834
2025
Q1
$49.9K Buy
386
+3
+0.8% +$387 ﹤0.01% 932
2024
Q4
$54.7K Sell
383
-9
-2% -$1.29K ﹤0.01% 848
2024
Q3
$58.6K Buy
392
+3
+0.8% +$449 ﹤0.01% 859
2024
Q2
$50.3K Hold
389
﹤0.01% 815
2024
Q1
$52.9K Sell
389
-17
-4% -$2.31K 0.01% 796
2023
Q4
$48.4K Buy
406
+204
+101% +$24.3K ﹤0.01% 813
2023
Q3
$19.8K Buy
202
+1
+0.5% +$98 ﹤0.01% 1034
2023
Q2
$18.7K Sell
201
-4
-2% -$373 ﹤0.01% 1116
2023
Q1
$17.7K Buy
205
+3
+1% +$259 ﹤0.01% 1121
2022
Q4
$16.4K Buy
+202
New +$16.4K ﹤0.01% 1121
2022
Q2
Sell
-277
Closed -$21K 1996
2022
Q1
$21K Hold
277
﹤0.01% 1221
2021
Q4
$28K Buy
277
+2
+0.7% +$202 ﹤0.01% 1192
2021
Q3
$24K Sell
275
-113
-29% -$9.86K ﹤0.01% 1196
2021
Q2
$36K Buy
388
+1
+0.3% +$93 ﹤0.01% 1068
2021
Q1
$35K Hold
387
﹤0.01% 1034
2020
Q4
$30K Buy
387
+1
+0.3% +$78 ﹤0.01% 1010
2020
Q3
$23K Buy
386
+1
+0.3% +$60 ﹤0.01% 1056
2020
Q2
$23K Buy
385
+1
+0.3% +$60 ﹤0.01% 1063
2020
Q1
$17K Buy
384
+271
+240% +$12K ﹤0.01% 1100
2019
Q4
$8K Hold
113
﹤0.01% 1429
2019
Q3
$7K Hold
113
﹤0.01% 1456
2019
Q2
$7K Hold
113
﹤0.01% 1309
2019
Q1
$7K Hold
113
﹤0.01% 1256
2018
Q4
$5K Hold
113
﹤0.01% 1233
2018
Q3
$7K Sell
113
-30
-21% -$1.86K ﹤0.01% 1220
2018
Q2
$7K Buy
143
+30
+27% +$1.47K ﹤0.01% 1226
2018
Q1
$6K Buy
+113
New +$6K ﹤0.01% 1192