Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$754 Hold
11
﹤0.01% 891
2025
Q1
$711 Sell
11
-417
-97% -$27K ﹤0.01% 934
2024
Q4
$45.3K Hold
428
0.01% 625
2024
Q3
$43.2K Sell
428
-748
-64% -$75.4K 0.01% 601
2024
Q2
$125K Sell
1,176
-1,719
-59% -$182K 0.02% 466
2024
Q1
$407K Sell
2,895
-344
-11% -$48.4K 0.06% 247
2023
Q4
$396K Buy
3,239
+2,069
+177% +$253K 0.06% 254
2023
Q3
$89.5K Sell
1,170
-745
-39% -$57K 0.01% 472
2023
Q2
$163K Buy
1,915
+1,324
+224% +$113K 0.02% 398
2023
Q1
$52.7K Buy
+591
New +$52.7K 0.01% 559
2022
Q2
Sell
-801
Closed -$61.4K 1018
2022
Q1
$61.4K Sell
801
-1,809
-69% -$139K 0.01% 514
2021
Q4
$278K Buy
2,610
+2,519
+2,768% +$269K 0.04% 307
2021
Q3
$9.35K Hold
91
﹤0.01% 732
2021
Q2
$9.79K Buy
+91
New +$9.79K ﹤0.01% 746
2020
Q3
Sell
-4,148
Closed -$199K 518
2020
Q2
$199K Hold
4,148
0.05% 307
2020
Q1
$156K Buy
+4,148
New +$156K 0.05% 306
2019
Q3
Sell
-2,563
Closed -$243K 682
2019
Q2
$243K Buy
2,563
+58
+2% +$5.49K 0.08% 260
2019
Q1
$305K Sell
2,505
-170
-6% -$20.7K 0.11% 211
2018
Q4
$249K Buy
2,675
+1,015
+61% +$94.3K 0.1% 234
2018
Q3
$230K Buy
1,660
+227
+16% +$31.5K 0.08% 272
2018
Q2
$217K Sell
1,433
-113
-7% -$17.1K 0.08% 261
2018
Q1
$234K Buy
+1,546
New +$234K 0.07% 271