Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.4K Sell
82
-14
-15% -$5.2K ﹤0.01% 1464
2025
Q1
$8.89K Sell
96
-1,256
-93% -$116K ﹤0.01% 1603
2024
Q4
$126K Buy
1,352
+1,333
+7,016% +$125K 0.01% 603
2024
Q3
$1.86K Buy
19
+7
+58% +$685 ﹤0.01% 2091
2024
Q2
$1.16K Sell
12
-6
-33% -$581 ﹤0.01% 2124
2024
Q1
$2.16K Hold
18
﹤0.01% 1024
2023
Q4
$2.13K Buy
18
+7
+64% +$828 ﹤0.01% 1008
2023
Q3
$1.36K Hold
11
﹤0.01% 1078
2023
Q2
$1.51K Hold
11
﹤0.01% 1038
2023
Q1
$1.49K Hold
11
﹤0.01% 1033
2022
Q4
$1.53K Hold
11
﹤0.01% 983
2022
Q3
$1K Buy
+11
New +$1K ﹤0.01% 1015
2022
Q2
Sell
-31
Closed -$5K 1160
2022
Q1
$5K Buy
+31
New +$5K ﹤0.01% 758
2020
Q2
Sell
-1,126
Closed -$53K 674
2020
Q1
$53K Hold
1,126
0.01% 322
2019
Q4
$87K Hold
1,126
0.03% 263
2019
Q3
$85K Hold
1,126
0.03% 261
2019
Q2
$87K Buy
+1,126
New +$87K 0.03% 256
2018
Q4
$63K Buy
1,126
+729
+184% +$40.8K 0.03% 245
2018
Q3
$24K Buy
+397
New +$24K 0.01% 376