Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6
Closed -$265 2534
2025
Q1
$265 Sell
6
-84
-93% -$3.71K ﹤0.01% 2273
2024
Q4
$4.68K Hold
90
﹤0.01% 1815
2024
Q3
$4.65K Buy
90
+75
+500% +$3.87K ﹤0.01% 1816
2024
Q2
$716 Sell
15
-7
-32% -$334 ﹤0.01% 2165
2024
Q1
$1.07K Hold
22
﹤0.01% 2152
2023
Q4
$1.08K Hold
22
﹤0.01% 2193
2023
Q3
$1K Hold
22
﹤0.01% 2196
2023
Q2
$1.17K Hold
22
﹤0.01% 2230
2023
Q1
$1.33K Hold
22
﹤0.01% 2197
2022
Q4
$1.1K Hold
22
﹤0.01% 2215
2022
Q3
$0 Hold
22
﹤0.01% 2486
2022
Q2
$1K Sell
22
-157
-88% -$7.14K ﹤0.01% 2289
2022
Q1
$12K Sell
179
-185
-51% -$12.4K ﹤0.01% 1065
2021
Q4
$26K Sell
364
-67
-16% -$4.79K ﹤0.01% 1187
2021
Q3
$28K Buy
431
+60
+16% +$3.9K ﹤0.01% 1156
2021
Q2
$25K Buy
371
+39
+12% +$2.63K ﹤0.01% 1042
2021
Q1
$21K Buy
332
+278
+515% +$17.6K ﹤0.01% 1064
2020
Q4
$3K Buy
+54
New +$3K ﹤0.01% 1287
2019
Q4
Sell
-19
Closed -$1K 1605
2019
Q3
$1K Sell
19
-27
-59% -$1.42K ﹤0.01% 1476
2019
Q2
$2K Buy
46
+40
+667% +$1.74K ﹤0.01% 1413
2019
Q1
$0 Buy
+6
New ﹤0.01% 1664
2017
Q3
Sell
-193
Closed -$20K 1451
2017
Q2
$20K Sell
193
-30
-13% -$3.11K ﹤0.01% 790
2017
Q1
$24K Sell
223
-99
-31% -$10.7K ﹤0.01% 754
2016
Q4
$36K Hold
322
﹤0.01% 625
2016
Q3
$36K Sell
322
-3
-0.9% -$335 ﹤0.01% 620
2016
Q2
$33K Buy
325
+13
+4% +$1.32K ﹤0.01% 624
2016
Q1
$36K Sell
312
-4
-1% -$462 ﹤0.01% 630
2015
Q4
$36K Sell
316
-57
-15% -$6.49K 0.01% 557
2015
Q3
$39K Hold
373
0.01% 588
2015
Q2
$42K Sell
373
-77
-17% -$8.67K 0.01% 589
2015
Q1
$51K Buy
450
+96
+27% +$10.9K 0.01% 550
2014
Q4
$37K Hold
354
0.01% 622
2014
Q3
$35K Buy
354
+18
+5% +$1.78K 0.01% 636
2014
Q2
$36K Buy
336
+213
+173% +$22.8K 0.01% 647
2014
Q1
$12K Hold
123
﹤0.01% 926
2013
Q4
$13K Buy
123
+70
+132% +$7.4K ﹤0.01% 869
2013
Q3
$5K Buy
53
+1
+2% +$94 ﹤0.01% 969
2013
Q2
$4K Buy
+52
New +$4K ﹤0.01% 737