Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16K Sell
8
-151
-95% -$40.7K ﹤0.01% 580
2025
Q1
$40.3K Buy
159
+9
+6% +$2.28K 0.01% 286
2024
Q4
$35.1K Sell
150
-30
-17% -$7.03K ﹤0.01% 308
2024
Q3
$46K Sell
180
-297
-62% -$75.8K 0.01% 307
2024
Q2
$114K Sell
477
-178
-27% -$42.4K 0.01% 251
2024
Q1
$151K Buy
+655
New +$151K 0.02% 208
2023
Q3
Sell
-6
Closed -$1.12K 682
2023
Q2
$1.12K Buy
+6
New +$1.12K ﹤0.01% 569
2023
Q1
Sell
-15
Closed -$2.18K 878
2022
Q4
$2.18K Sell
15
-105
-88% -$15.3K ﹤0.01% 827
2022
Q3
$17K Buy
120
+21
+21% +$2.98K ﹤0.01% 506
2022
Q2
$15K Buy
99
+67
+209% +$10.2K ﹤0.01% 491
2022
Q1
$6K Hold
32
﹤0.01% 380
2021
Q4
$8K Buy
+32
New +$8K ﹤0.01% 323
2020
Q4
Sell
-14
Closed -$3K 513
2020
Q3
$3K Buy
+14
New +$3K ﹤0.01% 438
2019
Q3
Sell
-999
Closed -$197K 242
2019
Q2
$197K Buy
999
+491
+97% +$96.8K 0.06% 83
2019
Q1
$90K Buy
508
+248
+95% +$43.9K 0.03% 93
2018
Q4
$38K Hold
260
0.01% 128
2018
Q3
$41K Sell
260
-65
-20% -$10.3K 0.03% 135
2018
Q2
$46K Buy
325
+65
+25% +$9.2K 0.04% 128
2018
Q1
$36K Hold
260
0.04% 135
2017
Q4
$35K Buy
+260
New +$35K 0.03% 148