Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.9K Sell
245
-76
-24% -$18.6K ﹤0.01% 972
2025
Q1
$84.9K Buy
321
+1
+0.3% +$265 ﹤0.01% 887
2024
Q4
$81.2K Sell
320
-101
-24% -$25.6K ﹤0.01% 877
2024
Q3
$133K Sell
421
-81
-16% -$25.7K ﹤0.01% 762
2024
Q2
$188K Sell
502
-358
-42% -$134K ﹤0.01% 661
2024
Q1
$298K Hold
860
0.01% 579
2023
Q4
$394K Buy
860
+70
+9% +$32K 0.01% 523
2023
Q3
$384K Hold
790
0.01% 508
2023
Q2
$353K Hold
790
0.01% 517
2023
Q1
$384K Sell
790
-1
-0.1% -$485 0.01% 511
2022
Q4
$406K Buy
791
+1
+0.1% +$513 0.01% 515
2022
Q3
$383K Hold
790
0.01% 539
2022
Q2
$370K Hold
790
0.01% 575
2022
Q1
$344K Hold
790
0.01% 633
2021
Q4
$366K Hold
790
0.01% 621
2021
Q3
$307K Hold
790
0.01% 665
2021
Q2
$350K Hold
790
0.01% 618
2021
Q1
$331K Hold
790
0.01% 606
2020
Q4
$324K Hold
790
0.01% 533
2020
Q3
$327K Hold
790
0.01% 500
2020
Q2
$306K Hold
790
0.01% 509
2020
Q1
$248K Hold
790
0.01% 584
2019
Q4
$290K Hold
790
0.01% 586
2019
Q3
$202K Buy
+790
New +$202K 0.01% 580
2019
Q1
Sell
-708
Closed -$203K 605
2018
Q4
$203K Hold
708
0.01% 556
2018
Q3
$240K Hold
708
0.01% 622
2018
Q2
$211K Sell
708
-1,871
-73% -$558K 0.01% 643
2018
Q1
$693K Sell
2,579
-238
-8% -$64K 0.03% 400
2017
Q4
$698K Buy
2,817
+1,206
+75% +$299K 0.04% 365
2017
Q3
$392K Buy
+1,611
New +$392K 0.02% 500
2017
Q1
Sell
-50
Closed -$10K 820
2016
Q4
$10K Buy
+50
New +$10K ﹤0.01% 1042
2016
Q3
Sell
-4,050
Closed -$729K 529
2016
Q2
$729K Buy
+4,050
New +$729K 0.08% 262