Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.7K Sell
750
-81
-10% -$6.88K ﹤0.01% 758
2025
Q1
$60.2K Buy
831
+69
+9% +$5K ﹤0.01% 754
2024
Q4
$53.3K Buy
762
+734
+2,621% +$51.3K ﹤0.01% 788
2024
Q3
$2.89K Sell
28
-20
-42% -$2.07K ﹤0.01% 1217
2024
Q2
$5.57K Sell
48
-87
-64% -$10.1K ﹤0.01% 1159
2024
Q1
$15.5K Sell
135
-112
-45% -$12.9K ﹤0.01% 1005
2023
Q4
$27.8K Sell
247
-155
-39% -$17.5K ﹤0.01% 894
2023
Q3
$38.4K Sell
402
-39
-9% -$3.72K ﹤0.01% 821
2023
Q2
$45K Sell
441
-900
-67% -$91.8K ﹤0.01% 794
2023
Q1
$136K Sell
1,341
-10
-0.7% -$1.02K ﹤0.01% 606
2022
Q4
$122K Sell
1,351
-1,797
-57% -$163K ﹤0.01% 607
2022
Q3
$250K Sell
3,148
-551
-15% -$43.8K 0.01% 488
2022
Q2
$348K Sell
3,699
-5,213
-58% -$490K 0.01% 435
2022
Q1
$1.11M Sell
8,912
-7,353
-45% -$913K 0.03% 302
2021
Q4
$2.54M Buy
16,265
+2,108
+15% +$330K 0.07% 207
2021
Q3
$2.37M Buy
14,157
+10,569
+295% +$1.77M 0.08% 205
2021
Q2
$702K Buy
3,588
+3,398
+1,788% +$665K 0.03% 362
2021
Q1
$35K Buy
190
+54
+40% +$9.95K ﹤0.01% 749
2020
Q4
$23K Buy
136
+50
+58% +$8.46K ﹤0.01% 782
2020
Q3
$11K Buy
86
+56
+187% +$7.16K ﹤0.01% 853
2020
Q2
$3K Buy
+30
New +$3K ﹤0.01% 986
2018
Q2
Sell
-200
Closed -$14K 1322
2018
Q1
$14K Hold
200
﹤0.01% 908
2017
Q4
$13K Hold
200
﹤0.01% 945
2017
Q3
$14K Sell
200
-380
-66% -$26.6K ﹤0.01% 908
2017
Q2
$37K Hold
580
﹤0.01% 747
2017
Q1
$40K Sell
580
-5,835
-91% -$402K ﹤0.01% 772
2016
Q4
$339K Buy
6,415
+165
+3% +$8.72K 0.02% 355
2016
Q3
$348K Buy
6,250
+5,093
+440% +$284K 0.03% 336
2016
Q2
$64K Sell
1,157
-255
-18% -$14.1K ﹤0.01% 613
2016
Q1
$71K Sell
1,412
-3,555
-72% -$179K 0.01% 590
2015
Q4
$253K Buy
4,967
+1,090
+28% +$55.5K 0.02% 392
2015
Q3
$175K Buy
3,877
+2,477
+177% +$112K 0.02% 437
2015
Q2
$112K Buy
1,400
+1,128
+415% +$90.2K 0.01% 529
2015
Q1
$22K Buy
+272
New +$22K ﹤0.01% 794