Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$147 1960
2025
Q1
$147 Sell
1
-25
-96% -$3.68K ﹤0.01% 1692
2024
Q4
$4.22K Hold
26
﹤0.01% 1464
2024
Q3
$4.24K Buy
26
+1
+4% +$163 ﹤0.01% 1442
2024
Q2
$3.41K Hold
25
﹤0.01% 1459
2024
Q1
$3.83K Hold
25
﹤0.01% 1436
2023
Q4
$3.57K Hold
25
﹤0.01% 1395
2023
Q3
$3.28K Sell
25
-400
-94% -$52.4K ﹤0.01% 1407
2023
Q2
$67.6K Hold
425
﹤0.01% 821
2023
Q1
$67.3K Hold
425
﹤0.01% 820
2022
Q4
$60K Hold
425
﹤0.01% 898
2022
Q3
$55K Sell
425
-144
-25% -$18.6K ﹤0.01% 1018
2022
Q2
$80K Buy
569
+2
+0.4% +$281 ﹤0.01% 1001
2022
Q1
$79K Sell
567
-331
-37% -$46.1K ﹤0.01% 1078
2021
Q4
$157K Sell
898
-12
-1% -$2.1K ﹤0.01% 875
2021
Q3
$151K Hold
910
﹤0.01% 848
2021
Q2
$164K Buy
910
+200
+28% +$36K ﹤0.01% 779
2021
Q1
$137K Buy
710
+156
+28% +$30.1K ﹤0.01% 781
2020
Q4
$112K Buy
554
+29
+6% +$5.86K ﹤0.01% 712
2020
Q3
$110K Buy
525
+15
+3% +$3.14K ﹤0.01% 687
2020
Q2
$112K Buy
510
+10
+2% +$2.2K ﹤0.01% 674
2020
Q1
$87K Hold
500
﹤0.01% 772
2019
Q4
$77K Buy
+500
New +$77K ﹤0.01% 802
2018
Q4
Sell
-900
Closed -$135K 713
2018
Q3
$135K Buy
+900
New +$135K 0.01% 700
2017
Q1
Sell
-555
Closed -$67K 683
2016
Q4
$67K Buy
+555
New +$67K ﹤0.01% 726