Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6
Closed -$645 2356
2025
Q1
$645 Buy
6
+3
+100% +$323 ﹤0.01% 1912
2024
Q4
$393 Sell
3
-9
-75% -$1.18K ﹤0.01% 1797
2024
Q3
$1.29K Hold
12
﹤0.01% 1860
2024
Q2
$1.27K Hold
12
﹤0.01% 1734
2024
Q1
$1.46K Sell
12
-24
-67% -$2.93K ﹤0.01% 1660
2023
Q4
$3.15K Buy
36
+9
+33% +$788 ﹤0.01% 1599
2023
Q3
$2.02K Sell
27
-4
-13% -$299 ﹤0.01% 1625
2023
Q2
$1.83K Hold
31
﹤0.01% 1745
2023
Q1
$989 Buy
31
+5
+19% +$160 ﹤0.01% 1884
2022
Q4
$866 Buy
26
+18
+225% +$600 ﹤0.01% 1877
2022
Q3
$0 Buy
+8
New ﹤0.01% 2045
2020
Q1
Sell
-2,750
Closed -$76K 1955
2019
Q4
$76K Sell
2,750
-1,489
-35% -$41.2K 0.01% 759
2019
Q3
$105K Buy
4,239
+44
+1% +$1.09K 0.01% 660
2019
Q2
$84K Buy
4,195
+1,486
+55% +$29.8K 0.01% 661
2019
Q1
$50K Buy
2,709
+480
+22% +$8.86K 0.01% 737
2018
Q4
$44K Buy
2,229
+367
+20% +$7.25K 0.01% 717
2018
Q3
$74K Buy
1,862
+176
+10% +$7K 0.01% 629
2018
Q2
$58K Buy
+1,686
New +$58K 0.01% 668