Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217 Sell
25
-51
-67% -$443 ﹤0.01% 2115
2025
Q1
$662 Sell
76
-16
-17% -$139 ﹤0.01% 1909
2024
Q4
$991 Buy
92
+34
+59% +$366 ﹤0.01% 1673
2024
Q3
$621 Sell
58
-40
-41% -$428 ﹤0.01% 1991
2024
Q2
$1.63K Sell
98
-17
-15% -$282 ﹤0.01% 1660
2024
Q1
$1.32K Sell
115
-31
-21% -$356 ﹤0.01% 1692
2023
Q4
$2.47K Sell
146
-968
-87% -$16.4K ﹤0.01% 1650
2023
Q3
$9.93K Buy
1,114
+1,015
+1,025% +$9.04K ﹤0.01% 1246
2023
Q2
$1.17K Sell
99
-112
-53% -$1.33K ﹤0.01% 1839
2023
Q1
$2.37K Buy
211
+46
+28% +$516 ﹤0.01% 1657
2022
Q4
$1.48K Sell
165
-193
-54% -$1.73K ﹤0.01% 1734
2022
Q3
$4K Buy
358
+19
+6% +$212 ﹤0.01% 1551
2022
Q2
$4K Sell
339
-369
-52% -$4.35K ﹤0.01% 1566
2022
Q1
$25K Buy
708
+471
+199% +$16.6K ﹤0.01% 1173
2021
Q4
$11K Buy
237
+102
+76% +$4.73K ﹤0.01% 1458
2021
Q3
$10K Buy
135
+120
+800% +$8.89K ﹤0.01% 1457
2021
Q2
$1K Sell
15
-202
-93% -$13.5K ﹤0.01% 1747
2021
Q1
$11K Buy
217
+77
+55% +$3.9K ﹤0.01% 1336
2020
Q4
$7K Hold
140
﹤0.01% 1361
2020
Q3
$4K Sell
140
-203
-59% -$5.8K ﹤0.01% 1451
2020
Q2
$8K Sell
343
-785
-70% -$18.3K ﹤0.01% 1346
2020
Q1
$13K Hold
1,128
﹤0.01% 1195
2019
Q4
$18K Sell
1,128
-200
-15% -$3.19K ﹤0.01% 1218
2019
Q3
$21K Buy
1,328
+925
+230% +$14.6K ﹤0.01% 1170
2019
Q2
$6K Buy
403
+200
+99% +$2.98K ﹤0.01% 1355
2019
Q1
$2K Hold
203
﹤0.01% 1437
2018
Q4
$1K Sell
203
-110
-35% -$542 ﹤0.01% 1430
2018
Q3
$3K Buy
313
+10
+3% +$96 ﹤0.01% 1338
2018
Q2
$4K Sell
303
-700
-70% -$9.24K ﹤0.01% 1321
2018
Q1
$16K Sell
1,003
-2,105
-68% -$33.6K ﹤0.01% 975
2017
Q4
$45K Buy
+3,108
New +$45K 0.01% 681