Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.4K Buy
21
+2
+11% +$419 ﹤0.01% 1497
2025
Q1
$3.45K Sell
19
-1
-5% -$182 ﹤0.01% 1456
2024
Q4
$3.8K Sell
20
-7
-26% -$1.33K ﹤0.01% 1477
2024
Q3
$4.91K Buy
27
+2
+8% +$364 ﹤0.01% 1421
2024
Q2
$3.96K Buy
25
+8
+47% +$1.27K ﹤0.01% 1439
2024
Q1
$2.48K Buy
17
+5
+42% +$730 ﹤0.01% 1486
2023
Q4
$1.53K Hold
12
﹤0.01% 1465
2023
Q3
$1.28K Buy
12
+3
+33% +$320 ﹤0.01% 1499
2023
Q2
$990 Hold
9
﹤0.01% 1532
2023
Q1
$912 Hold
9
﹤0.01% 1598
2022
Q4
$1K Hold
9
﹤0.01% 1662
2022
Q3
$1K Sell
9
-5
-36% -$556 ﹤0.01% 1876
2022
Q2
$1K Buy
14
+5
+56% +$357 ﹤0.01% 2045
2022
Q1
$1K Sell
9
-7
-44% -$778 ﹤0.01% 2227
2021
Q4
$1K Hold
16
﹤0.01% 2271
2021
Q3
$1K Sell
16
-1
-6% -$63 ﹤0.01% 2104
2021
Q2
$1K Hold
17
﹤0.01% 1868
2021
Q1
$1K Sell
17
-9
-35% -$529 ﹤0.01% 1663
2020
Q4
$2K Buy
26
+15
+136% +$1.15K ﹤0.01% 1364
2020
Q3
$1K Hold
11
﹤0.01% 1333
2020
Q2
$1K Sell
11
-16
-59% -$1.46K ﹤0.01% 1277
2020
Q1
$1K Sell
27
-670
-96% -$24.8K ﹤0.01% 1336
2019
Q4
$55K Buy
+697
New +$55K ﹤0.01% 854
2018
Q4
Sell
-678
Closed -$71K 1182
2018
Q3
$71K Buy
+678
New +$71K ﹤0.01% 828