Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06K Buy
100
+1
+1% +$11 ﹤0.01% 1775
2025
Q1
$1.23K Sell
99
-145
-59% -$1.8K ﹤0.01% 1742
2024
Q4
$3.14K Buy
+244
New +$3.14K ﹤0.01% 1509
2023
Q3
Sell
-195
Closed -$4.05K 1502
2023
Q2
$4.05K Buy
195
+1
+0.5% +$21 ﹤0.01% 1218
2023
Q1
$4.67K Buy
+194
New +$4.67K ﹤0.01% 1126
2021
Q4
Sell
-153
Closed -$3K 1195
2021
Q3
$3K Buy
153
+1
+0.7% +$20 ﹤0.01% 1229
2021
Q2
$4K Sell
152
-389
-72% -$10.2K ﹤0.01% 1193
2021
Q1
$15K Buy
541
+1
+0.2% +$28 ﹤0.01% 843
2020
Q4
$13K Buy
540
+391
+262% +$9.41K ﹤0.01% 801
2020
Q3
$3K Buy
149
+1
+0.7% +$20 ﹤0.01% 1003
2020
Q2
$2K Buy
+148
New +$2K ﹤0.01% 999
2019
Q4
Sell
-9
Closed 532
2019
Q3
$0 Hold
9
﹤0.01% 620
2019
Q2
$0 Hold
9
﹤0.01% 550
2019
Q1
$0 Hold
9
﹤0.01% 556
2018
Q4
$0 Sell
9
-9
-50% ﹤0.01% 580
2018
Q3
$0 Buy
+18
New ﹤0.01% 739
2017
Q3
Sell
-101
Closed -$1K 730
2017
Q2
$1K Hold
101
﹤0.01% 676
2017
Q1
$1K Hold
101
﹤0.01% 632
2016
Q4
$1K Buy
+101
New +$1K ﹤0.01% 627