Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.4K Sell
1,039
-45
-4% -$4.13K ﹤0.01% 951
2025
Q1
$95.4K Buy
1,084
+1,056
+3,771% +$92.9K 0.01% 737
2024
Q4
$2.59K Sell
28
-32
-53% -$2.96K ﹤0.01% 1948
2024
Q3
$5.61K Buy
60
+20
+50% +$1.87K ﹤0.01% 1666
2024
Q2
$3.04K Hold
40
﹤0.01% 1816
2024
Q1
$3.49K Buy
40
+18
+82% +$1.57K ﹤0.01% 967
2023
Q4
$1.56K Hold
22
﹤0.01% 1057
2023
Q3
$1.23K Hold
22
﹤0.01% 1096
2023
Q2
$1.25K Sell
22
-26
-54% -$1.48K ﹤0.01% 1071
2023
Q1
$2.47K Hold
48
﹤0.01% 973
2022
Q4
$1.93K Hold
48
﹤0.01% 950
2022
Q3
$2K Hold
48
﹤0.01% 944
2022
Q2
$2K Buy
48
+1
+2% +$42 ﹤0.01% 935
2022
Q1
$2K Buy
47
+13
+38% +$553 ﹤0.01% 927
2021
Q4
$2K Buy
+34
New +$2K ﹤0.01% 874
2018
Q3
Sell
-33
Closed -$1K 641
2018
Q2
$1K Hold
33
﹤0.01% 462
2018
Q1
$1K Buy
+33
New +$1K ﹤0.01% 446
2017
Q3
Sell
-73
Closed -$3K 472
2017
Q2
$3K Hold
73
﹤0.01% 413
2017
Q1
$2K Hold
73
﹤0.01% 427
2016
Q4
$3K Buy
+73
New +$3K ﹤0.01% 402