Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Buy
981
+288
+42% +$7.04K ﹤0.01% 1082
2025
Q1
$19.2K Buy
693
+5
+0.7% +$138 ﹤0.01% 1098
2024
Q4
$22.4K Sell
688
-1
-0.1% -$33 ﹤0.01% 1017
2024
Q3
$24.7K Sell
689
-242
-26% -$8.68K ﹤0.01% 983
2024
Q2
$32.6K Buy
931
+2
+0.2% +$70 ﹤0.01% 874
2024
Q1
$28.1K Buy
929
+203
+28% +$6.14K ﹤0.01% 878
2023
Q4
$21.8K Sell
726
-83
-10% -$2.5K ﹤0.01% 895
2023
Q3
$20.8K Hold
809
﹤0.01% 843
2023
Q2
$24.8K Hold
809
﹤0.01% 801
2023
Q1
$23.7K Hold
809
﹤0.01% 775
2022
Q4
$21.7K Hold
809
﹤0.01% 750
2022
Q3
$20K Buy
809
+323
+66% +$7.99K ﹤0.01% 737
2022
Q2
$16K Sell
486
-250
-34% -$8.23K ﹤0.01% 779
2022
Q1
$27K Buy
736
+50
+7% +$1.83K ﹤0.01% 703
2021
Q4
$26K Buy
686
+200
+41% +$7.58K ﹤0.01% 701
2021
Q3
$13K Sell
486
-300
-38% -$8.03K ﹤0.01% 958
2021
Q2
$24K Buy
786
+300
+62% +$9.16K ﹤0.01% 801
2021
Q1
$15K Hold
486
﹤0.01% 849
2020
Q4
$12K Hold
486
﹤0.01% 826
2020
Q3
$9K Hold
486
﹤0.01% 820
2020
Q2
$8K Buy
486
+1
+0.2% +$16 ﹤0.01% 794
2020
Q1
$8K Hold
485
﹤0.01% 360
2019
Q4
$10K Hold
485
﹤0.01% 395
2019
Q3
$9K Hold
485
﹤0.01% 419
2019
Q2
$10K Hold
485
0.01% 398
2019
Q1
$9K Buy
485
+325
+203% +$6.03K 0.01% 394
2018
Q4
$3K Buy
+160
New +$3K ﹤0.01% 480
2018
Q3
Sell
-485
Closed -$11K 780
2018
Q2
$11K Sell
485
-65
-12% -$1.47K 0.01% 455
2018
Q1
$12K Buy
550
+486
+759% +$10.6K 0.01% 398
2017
Q4
$1K Hold
64
﹤0.01% 652
2017
Q3
$1K Buy
64
+1
+2% +$16 ﹤0.01% 686
2017
Q2
$1K Hold
63
﹤0.01% 698
2017
Q1
$1K Sell
63
-437
-87% -$6.94K ﹤0.01% 655
2016
Q4
$7K Buy
+500
New +$7K 0.01% 434