Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Hold
1,000
0.01% 212
2025
Q1
$28K Sell
1,000
-260
-21% -$7.28K 0.01% 201
2024
Q4
$41K Hold
1,260
0.01% 190
2024
Q3
$45K Buy
1,260
+260
+26% +$9.29K 0.02% 182
2024
Q2
$35K Hold
1,000
0.01% 208
2024
Q1
$30K Hold
1,000
0.01% 206
2023
Q4
$30K Hold
1,000
0.01% 190
2023
Q3
$26K Hold
1,000
0.01% 201
2023
Q2
$31K Hold
1,000
0.01% 199
2023
Q1
$29K Hold
1,000
0.01% 216
2022
Q4
$27K Hold
1,000
0.01% 182
2022
Q3
$25K Hold
1,000
0.01% 171
2022
Q2
$33K Sell
1,000
-670
-40% -$22.1K 0.02% 164
2022
Q1
$61K Hold
1,670
0.03% 137
2021
Q4
$63K Hold
1,670
0.03% 122
2021
Q3
$46K Hold
1,670
0.02% 129
2021
Q2
$50K Hold
1,670
0.02% 129
2021
Q1
$53K Hold
1,670
0.03% 103
2020
Q4
$41K Hold
1,670
0.03% 107
2020
Q3
$32K Hold
1,670
0.02% 103
2020
Q2
$29K Sell
1,670
-504
-23% -$8.75K 0.02% 107
2020
Q1
$38K Hold
2,174
0.04% 83
2019
Q4
$45K Hold
2,174
0.03% 103
2019
Q3
$41K Sell
2,174
-990
-31% -$18.7K 0.03% 104
2019
Q2
$66K Hold
3,164
0.05% 86
2019
Q1
$61K Hold
3,164
0.05% 87
2018
Q4
$65K Hold
3,164
0.06% 80
2018
Q3
$82K Sell
3,164
-3
-0.1% -$78 0.06% 74
2018
Q2
$72K Sell
3,167
-1,191
-27% -$27.1K 0.06% 83
2018
Q1
$96K Buy
4,358
+3,355
+334% +$73.9K 0.08% 66
2017
Q4
$21K Buy
+1,003
New +$21K 0.02% 113