Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.26K Hold
1,065
﹤0.01% 470
2025
Q1
$9.28K Hold
1,065
﹤0.01% 429
2024
Q4
$11.5K Hold
1,065
﹤0.01% 415
2024
Q3
$11.4K Buy
1,065
+373
+54% +$3.99K ﹤0.01% 471
2024
Q2
$11.5K Sell
692
-600
-46% -$9.97K ﹤0.01% 662
2024
Q1
$14.8K Hold
1,292
﹤0.01% 545
2023
Q4
$21.9K Buy
1,292
+294
+29% +$4.98K ﹤0.01% 161
2023
Q3
$8.89K Sell
998
-11
-1% -$98 ﹤0.01% 255
2023
Q2
$11.9K Sell
1,009
-2,279
-69% -$27K ﹤0.01% 396
2023
Q1
$36.9K Hold
3,288
0.01% 343
2022
Q4
$29.4K Buy
3,288
+581
+21% +$5.2K ﹤0.01% 365
2022
Q3
$27K Hold
2,707
﹤0.01% 411
2022
Q2
$36K Buy
2,707
+2,390
+754% +$31.8K 0.01% 337
2022
Q1
$11K Hold
317
﹤0.01% 350
2021
Q4
$15K Sell
317
-56
-15% -$2.65K ﹤0.01% 293
2021
Q3
$28K Sell
373
-2,000
-84% -$150K 0.01% 196
2021
Q2
$162K Hold
2,373
0.04% 83
2021
Q1
$124K Buy
2,373
+48
+2% +$2.51K 0.03% 90
2020
Q4
$116K Buy
2,325
+269
+13% +$13.4K 0.05% 89
2020
Q3
$54K Buy
2,056
+56
+3% +$1.47K 0.03% 122
2020
Q2
$47K Sell
2,000
-4
-0.2% -$94 0.02% 109
2020
Q1
$24K Buy
2,004
+4
+0.2% +$48 0.01% 118
2019
Q4
$33K Hold
2,000
0.01% 129
2019
Q3
$32K Hold
2,000
0.01% 140
2019
Q2
$29K Hold
2,000
0.01% 168
2019
Q1
$22K Hold
2,000
0.01% 157
2018
Q4
$11K Hold
2,000
﹤0.01% 180
2018
Q3
$17K Hold
2,000
0.01% 180
2018
Q2
$26K Buy
2,000
+500
+33% +$6.5K 0.02% 160
2018
Q1
$24K Sell
1,500
-48
-3% -$768 0.02% 175
2017
Q4
$23K Buy
+1,548
New +$23K 0.02% 183