Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2K Hold
213
﹤0.01% 1192
2025
Q1
$10.3K Sell
213
-553
-72% -$26.8K ﹤0.01% 1066
2024
Q4
$37.4K Buy
766
+122
+19% +$5.96K ﹤0.01% 923
2024
Q3
$40K Buy
644
+10
+2% +$621 ﹤0.01% 840
2024
Q2
$36.2K Sell
634
-5
-0.8% -$285 ﹤0.01% 814
2024
Q1
$36.9K Buy
639
+5
+0.8% +$288 ﹤0.01% 807
2023
Q4
$43.3K Hold
634
﹤0.01% 746
2023
Q3
$36.1K Buy
634
+574
+957% +$32.6K ﹤0.01% 752
2023
Q2
$3.58K Sell
60
-476
-89% -$28.4K ﹤0.01% 1085
2023
Q1
$34K Buy
536
+62
+13% +$3.93K ﹤0.01% 803
2022
Q4
$29.4K Sell
474
-1,847
-80% -$115K ﹤0.01% 807
2022
Q3
$116K Buy
2,321
+1,168
+101% +$58.4K ﹤0.01% 562
2022
Q2
$65K Sell
1,153
-20
-2% -$1.13K ﹤0.01% 657
2022
Q1
$81K Buy
1,173
+609
+108% +$42.1K ﹤0.01% 660
2021
Q4
$30 Buy
564
+464
+464% +$25 ﹤0.01% 779
2021
Q3
$5 Hold
100
﹤0.01% 987
2021
Q2
$6 Buy
+100
New +$6 ﹤0.01% 960
2021
Q1
Sell
-276
Closed -$16K 1110
2020
Q4
$16K Buy
276
+184
+200% +$10.7K ﹤0.01% 806
2020
Q3
$4K Sell
92
-7
-7% -$304 ﹤0.01% 835
2020
Q2
$4K Sell
99
-580
-85% -$23.4K ﹤0.01% 832
2020
Q1
$22K Sell
679
-450
-40% -$14.6K ﹤0.01% 619
2019
Q4
$55K Buy
1,129
+93
+9% +$4.53K ﹤0.01% 644
2019
Q3
$46K Buy
1,036
+439
+74% +$19.5K ﹤0.01% 657
2019
Q2
$31K Hold
597
﹤0.01% 671
2019
Q1
$29K Buy
597
+384
+180% +$18.7K ﹤0.01% 670
2018
Q4
$9K Buy
+213
New +$9K ﹤0.01% 698
2018
Q3
Sell
-1,009
Closed -$45K 818
2018
Q2
$45K Hold
1,009
﹤0.01% 509
2018
Q1
$40K Buy
+1,009
New +$40K ﹤0.01% 498
2015
Q4
Sell
-645
Closed -$18K 743
2015
Q3
$18K Buy
+645
New +$18K ﹤0.01% 625
2015
Q1
Sell
-163
Closed -$7K 765
2014
Q4
$7K Sell
163
-25
-13% -$1.07K ﹤0.01% 720
2014
Q3
$9K Buy
188
+54
+40% +$2.59K ﹤0.01% 676
2014
Q2
$8K Hold
134
﹤0.01% 667
2014
Q1
$8K Sell
134
-221
-62% -$13.2K ﹤0.01% 678
2013
Q4
$20K Sell
355
-133
-27% -$7.49K ﹤0.01% 545
2013
Q3
$27K Buy
+488
New +$27K ﹤0.01% 530