Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.2K Buy
133
+16
+14% +$2.07K ﹤0.01% 1245
2025
Q1
$14.1K Sell
117
-6
-5% -$722 ﹤0.01% 1246
2024
Q4
$14.4K Hold
123
﹤0.01% 1257
2024
Q3
$18.6K Buy
123
+100
+435% +$15.1K ﹤0.01% 1190
2024
Q2
$3.71K Hold
23
﹤0.01% 1447
2024
Q1
$4.65K Hold
23
﹤0.01% 1408
2023
Q4
$4.09K Hold
23
﹤0.01% 1376
2023
Q3
$3.67K Hold
23
﹤0.01% 1388
2023
Q2
$3.85K Buy
23
+7
+44% +$1.17K ﹤0.01% 1388
2023
Q1
$2.47K Hold
16
﹤0.01% 1461
2022
Q4
$2K Hold
16
﹤0.01% 1558
2022
Q3
$2K Sell
16
-150
-90% -$18.8K ﹤0.01% 1759
2022
Q2
$17K Sell
166
-500
-75% -$51.2K ﹤0.01% 1439
2022
Q1
$99K Hold
666
﹤0.01% 1014
2021
Q4
$76K Hold
666
﹤0.01% 1103
2021
Q3
$66K Buy
666
+16
+2% +$1.59K ﹤0.01% 1075
2021
Q2
$62K Sell
650
-12
-2% -$1.15K ﹤0.01% 1000
2021
Q1
$53K Sell
662
-150
-18% -$12K ﹤0.01% 1018
2020
Q4
$43K Sell
812
-188
-19% -$9.96K ﹤0.01% 898
2020
Q3
$45K Sell
1,000
-300
-23% -$13.5K ﹤0.01% 852
2020
Q2
$54K Sell
1,300
-500
-28% -$20.8K ﹤0.01% 787
2020
Q1
$65K Buy
1,800
+1,550
+620% +$56K ﹤0.01% 807
2019
Q4
$14K Buy
+250
New +$14K ﹤0.01% 1106
2018
Q4
Sell
-479
Closed -$30K 1004
2018
Q3
$30K Buy
+479
New +$30K ﹤0.01% 995
2017
Q1
Sell
-900
Closed -$54K 937
2016
Q4
$54K Buy
+900
New +$54K ﹤0.01% 765