Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.21K Sell
93
-28
-23% -$2.47K ﹤0.01% 826
2025
Q1
$11.5K Sell
121
-24
-17% -$2.28K ﹤0.01% 708
2024
Q4
$12.3K Buy
145
+73
+101% +$6.2K ﹤0.01% 678
2024
Q3
$7.21K Hold
72
﹤0.01% 759
2024
Q2
$6.41K Hold
72
﹤0.01% 739
2024
Q1
$6K Hold
72
﹤0.01% 733
2023
Q4
$5.63K Hold
72
﹤0.01% 723
2023
Q3
$5.55K Hold
72
﹤0.01% 694
2023
Q2
$5.91K Sell
72
-22
-23% -$1.81K ﹤0.01% 678
2023
Q1
$6.63K Buy
94
+33
+54% +$2.33K ﹤0.01% 662
2022
Q4
$4.18K Buy
61
+8
+15% +$548 ﹤0.01% 700
2022
Q3
$3K Buy
53
+8
+18% +$453 ﹤0.01% 757
2022
Q2
$3K Buy
45
+37
+463% +$2.47K ﹤0.01% 713
2022
Q1
$1K Hold
8
﹤0.01% 714
2021
Q4
$1K Hold
8
﹤0.01% 687
2021
Q3
$1K Hold
8
﹤0.01% 661
2021
Q2
$1K Hold
8
﹤0.01% 625
2021
Q1
$1K Hold
8
﹤0.01% 579
2020
Q4
$0 Buy
+8
New ﹤0.01% 455
2020
Q3
Sell
-14
Closed -$1K 431
2020
Q2
$1K Hold
14
﹤0.01% 407
2020
Q1
$1K Hold
14
﹤0.01% 379
2019
Q4
$1K Buy
14
+5
+56% +$357 ﹤0.01% 373
2019
Q3
$1K Buy
+9
New +$1K ﹤0.01% 340