Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.7K Sell
2,458
-12
-0.5% -$130 ﹤0.01% 338
2025
Q1
$24.8K Sell
2,470
-815
-25% -$8.17K ﹤0.01% 324
2024
Q4
$32.5K Buy
3,285
+2,068
+170% +$20.5K ﹤0.01% 315
2024
Q3
$12.9K Buy
1,217
+12
+1% +$127 ﹤0.01% 453
2024
Q2
$15.1K Buy
1,205
+25
+2% +$314 ﹤0.01% 603
2024
Q1
$15.7K Buy
+1,180
New +$15.7K ﹤0.01% 536
2023
Q3
Sell
-1,526
Closed -$23.1K 697
2023
Q2
$23.1K Buy
1,526
+16
+1% +$242 ﹤0.01% 334
2023
Q1
$19K Hold
1,510
﹤0.01% 444
2022
Q4
$17.6K Sell
1,510
-1,107
-42% -$12.9K ﹤0.01% 440
2022
Q3
$29K Buy
2,617
+1,107
+73% +$12.3K 0.01% 394
2022
Q2
$17K Buy
1,510
+450
+42% +$5.07K ﹤0.01% 461
2022
Q1
$18K Buy
1,060
+50
+5% +$849 ﹤0.01% 303
2021
Q4
$21K Buy
1,010
+500
+98% +$10.4K ﹤0.01% 255
2021
Q3
$7K Hold
510
﹤0.01% 283
2021
Q2
$8K Buy
510
+200
+65% +$3.14K ﹤0.01% 294
2021
Q1
$4K Buy
310
+300
+3,000% +$3.87K ﹤0.01% 383
2020
Q4
$0 Hold
10
﹤0.01% 526
2020
Q3
$0 Hold
10
﹤0.01% 625
2020
Q2
$0 Hold
10
﹤0.01% 218
2020
Q1
$0 Hold
10
﹤0.01% 201
2019
Q4
$0 Hold
10
﹤0.01% 256
2019
Q3
$0 Hold
10
﹤0.01% 248
2019
Q2
$0 Buy
+10
New ﹤0.01% 306
2019
Q1
Sell
-50
Closed 256
2018
Q4
$0 Hold
50
﹤0.01% 232
2018
Q3
$0 Hold
50
﹤0.01% 243
2018
Q2
$1K Hold
50
﹤0.01% 247
2018
Q1
$1K Hold
50
﹤0.01% 263
2017
Q4
$1K Buy
+50
New +$1K ﹤0.01% 263