Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3K Sell
10
-35
-78% -$4.53K ﹤0.01% 1182
2025
Q1
$5.42K Sell
45
-12
-21% -$1.44K ﹤0.01% 879
2024
Q4
$6.65K Buy
57
+10
+21% +$1.17K ﹤0.01% 819
2024
Q3
$7.07K Buy
47
+26
+124% +$3.91K ﹤0.01% 763
2024
Q2
$3.32K Buy
+21
New +$3.32K ﹤0.01% 862
2023
Q4
Sell
-11
Closed -$1.72K 1111
2023
Q3
$1.72K Buy
11
+2
+22% +$313 ﹤0.01% 902
2023
Q2
$1.48K Buy
+9
New +$1.48K ﹤0.01% 915
2023
Q1
Sell
-76
Closed -$10K 1194
2022
Q4
$10K Buy
+76
New +$10K ﹤0.01% 546
2022
Q3
Sell
-11
Closed -$1K 1120
2022
Q2
$1K Sell
11
-47
-81% -$4.27K ﹤0.01% 850
2022
Q1
$9K Sell
58
-145
-71% -$22.5K ﹤0.01% 506
2021
Q4
$23K Sell
203
-44
-18% -$4.99K ﹤0.01% 353
2021
Q3
$24K Buy
247
+242
+4,840% +$23.5K ﹤0.01% 335
2021
Q2
$0 Sell
5
-413
-99% ﹤0.01% 714
2021
Q1
$34K Buy
+418
New +$34K ﹤0.01% 261
2020
Q3
Sell
-400
Closed -$17K 474
2020
Q2
$17K Hold
400
﹤0.01% 248
2020
Q1
$14K Hold
400
﹤0.01% 238
2019
Q4
$23K Hold
400
0.01% 224
2019
Q3
$20K Sell
400
-81
-17% -$4.05K 0.01% 216
2019
Q2
$26K Hold
481
0.02% 182
2019
Q1
$28K Sell
481
-8,464
-95% -$493K 0.01% 185
2018
Q4
$463K Buy
8,945
+84
+0.9% +$4.35K 0.23% 53
2018
Q3
$562K Buy
8,861
+1,235
+16% +$78.3K 0.33% 52
2018
Q2
$476K Buy
7,626
+82
+1% +$5.12K 0.29% 51
2018
Q1
$476K Buy
+7,544
New +$476K 0.28% 53