Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.9K Sell
149
-49
-25% -$14.4K ﹤0.01% 956
2025
Q1
$52.7K Buy
198
+56
+39% +$14.9K ﹤0.01% 829
2024
Q4
$35.7K Hold
142
﹤0.01% 933
2024
Q3
$31.3K Buy
142
+20
+16% +$4.4K ﹤0.01% 876
2024
Q2
$21K Hold
122
﹤0.01% 887
2024
Q1
$23.1K Hold
122
﹤0.01% 874
2023
Q4
$21.8K Hold
122
﹤0.01% 839
2023
Q3
$19.7K Sell
122
-13
-10% -$2.1K ﹤0.01% 845
2023
Q2
$19.7K Hold
135
﹤0.01% 866
2023
Q1
$19.7K Sell
135
-18
-12% -$2.62K ﹤0.01% 893
2022
Q4
$22K Hold
153
﹤0.01% 861
2022
Q3
$22K Sell
153
-84
-35% -$12.1K ﹤0.01% 951
2022
Q2
$36K Sell
237
-251
-51% -$38.1K ﹤0.01% 757
2022
Q1
$102K Buy
488
+478
+4,780% +$99.9K ﹤0.01% 629
2021
Q4
$2 Sell
10
-90
-90% -$18 ﹤0.01% 1073
2021
Q3
$20 Buy
100
+90
+900% +$18 ﹤0.01% 812
2021
Q2
$2 Sell
10
-15
-60% -$3 ﹤0.01% 1069
2021
Q1
$5 Buy
25
+10
+67% +$2 ﹤0.01% 958
2020
Q4
$3K Sell
15
-179
-92% -$35.8K ﹤0.01% 990
2020
Q3
$24K Buy
194
+159
+454% +$19.7K ﹤0.01% 669
2020
Q2
$5K Buy
35
+15
+75% +$2.14K ﹤0.01% 810
2020
Q1
$2K Sell
20
-120
-86% -$12K ﹤0.01% 923
2019
Q4
$20K Sell
140
-303
-68% -$43.3K ﹤0.01% 795
2019
Q3
$62K Hold
443
﹤0.01% 610
2019
Q2
$65K Buy
443
+143
+48% +$21K ﹤0.01% 551
2019
Q1
$47K Sell
300
-300
-50% -$47K ﹤0.01% 589
2018
Q4
$97K Buy
+600
New +$97K ﹤0.01% 447
2018
Q1
Sell
-16
Closed -$2K 915
2017
Q4
$2K Buy
+16
New +$2K ﹤0.01% 1037
2015
Q4
Sell
-125
Closed -$14K 760
2015
Q3
$14K Buy
+125
New +$14K ﹤0.01% 647
2015
Q2
Sell
-22
Closed -$3K 763
2015
Q1
$3K Hold
22
﹤0.01% 724
2014
Q4
$3K Buy
+22
New +$3K ﹤0.01% 799
2013
Q4
Sell
-14
Closed -$1K 666
2013
Q3
$1K Buy
+14
New +$1K ﹤0.01% 672