Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.63K Sell
1,641
-14
-0.8% -$48 ﹤0.01% 1614
2025
Q1
$6.31K Hold
1,655
﹤0.01% 1530
2024
Q4
$7.22K Buy
1,655
+669
+68% +$2.92K ﹤0.01% 1379
2024
Q3
$6.59K Buy
986
+26
+3% +$174 ﹤0.01% 1515
2024
Q2
$3.99K Sell
960
-970
-50% -$4.04K ﹤0.01% 1489
2024
Q1
$8.69K Buy
1,930
+196
+11% +$882 ﹤0.01% 1328
2023
Q4
$15.7K Buy
1,734
+34
+2% +$308 ﹤0.01% 1172
2023
Q3
$15.4K Buy
1,700
+1,000
+143% +$9.04K ﹤0.01% 1121
2023
Q2
$6.78K Hold
700
﹤0.01% 1427
2023
Q1
$7.36K Hold
700
﹤0.01% 1386
2022
Q4
$6.83K Buy
700
+600
+600% +$5.85K ﹤0.01% 1393
2022
Q3
$2K Hold
100
﹤0.01% 1662
2022
Q2
$2K Sell
100
-25
-20% -$500 ﹤0.01% 1697
2022
Q1
$3K Sell
125
-3,081
-96% -$73.9K ﹤0.01% 1720
2021
Q4
$102K Buy
3,206
+13
+0.4% +$414 0.01% 799
2021
Q3
$114K Hold
3,193
0.01% 741
2021
Q2
$170K Buy
3,193
+602
+23% +$32.1K 0.01% 629
2021
Q1
$101K Buy
2,591
+591
+30% +$23K 0.01% 742
2020
Q4
$97K Sell
2,000
-242
-11% -$11.7K 0.01% 701
2020
Q3
$48K Buy
2,242
+925
+70% +$19.8K ﹤0.01% 851
2020
Q2
$10K Buy
1,317
+1,000
+315% +$7.59K ﹤0.01% 1289
2020
Q1
$1K Hold
317
﹤0.01% 1680
2019
Q4
$1K Sell
317
-37,378
-99% -$118K ﹤0.01% 1758
2019
Q3
$59K Buy
37,695
+19,195
+104% +$30K 0.01% 838
2019
Q2
$47K Buy
18,500
+13,500
+270% +$34.3K 0.01% 821
2019
Q1
$26K Buy
+5,000
New +$26K ﹤0.01% 926