Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.7K Sell
99
-75
-43% -$14.2K ﹤0.01% 1812
2025
Q1
$40.8K Buy
174
+29
+20% +$6.8K ﹤0.01% 1490
2024
Q4
$57.1K Sell
145
-10
-6% -$3.94K ﹤0.01% 1330
2024
Q3
$51.8K Buy
155
+25
+19% +$8.36K ﹤0.01% 1416
2024
Q2
$31.8K Sell
130
-36
-22% -$8.8K ﹤0.01% 1560
2024
Q1
$57.8K Buy
166
+11
+7% +$3.83K ﹤0.01% 1295
2023
Q4
$45.2K Buy
155
+21
+16% +$6.12K ﹤0.01% 1430
2023
Q3
$35.4K Sell
134
-7
-5% -$1.85K ﹤0.01% 1502
2023
Q2
$46.5K Buy
141
+15
+12% +$4.94K ﹤0.01% 1388
2023
Q1
$30.7K Sell
126
-672
-84% -$164K ﹤0.01% 1654
2022
Q4
$213K Buy
798
+715
+861% +$191K ﹤0.01% 926
2022
Q3
$20K Sell
83
-9
-10% -$2.17K ﹤0.01% 1682
2022
Q2
$20K Sell
92
-21
-19% -$4.57K ﹤0.01% 1733
2022
Q1
$37K Buy
113
+50
+79% +$16.4K ﹤0.01% 1573
2021
Q4
$34K Sell
63
-12
-16% -$6.48K ﹤0.01% 1677
2021
Q3
$50K Buy
75
+23
+44% +$15.3K ﹤0.01% 1457
2021
Q2
$35K Buy
52
+8
+18% +$5.39K ﹤0.01% 1587
2021
Q1
$26K Buy
44
+14
+47% +$8.27K ﹤0.01% 1681
2020
Q4
$13K Buy
30
+25
+500% +$10.8K ﹤0.01% 1843
2020
Q3
$2K Buy
+5
New +$2K ﹤0.01% 2075
2019
Q2
Sell
-23
Closed -$2K 2344
2019
Q1
$2K Buy
+23
New +$2K ﹤0.01% 2063
2016
Q4
Sell
-1,500
Closed -$52K 2268
2016
Q3
$52K Buy
+1,500
New +$52K ﹤0.01% 1312
2016
Q1
Sell
-86
Closed -$7K 2616
2015
Q4
$7K Sell
86
-6
-7% -$488 ﹤0.01% 2082
2015
Q3
$9K Buy
+92
New +$9K ﹤0.01% 2061