Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.3K Buy
97
+12
+14% +$1.52K ﹤0.01% 1604
2025
Q1
$9.14K Hold
85
﹤0.01% 1631
2024
Q4
$11.1K Buy
85
+30
+55% +$3.93K ﹤0.01% 1549
2024
Q3
$5.91K Hold
55
﹤0.01% 1765
2024
Q2
$5.84K Hold
55
﹤0.01% 1715
2024
Q1
$6.71K Hold
55
﹤0.01% 1733
2023
Q4
$4.82K Hold
55
﹤0.01% 1808
2023
Q3
$4.11K Hold
55
﹤0.01% 1799
2023
Q2
$3.25K Sell
55
-51
-48% -$3.01K ﹤0.01% 1930
2023
Q1
$3.38K Hold
106
﹤0.01% 1933
2022
Q4
$3.53K Sell
106
-210
-66% -$6.99K ﹤0.01% 1895
2022
Q3
$8K Sell
316
-332
-51% -$8.41K ﹤0.01% 1622
2022
Q2
$19K Sell
648
-680
-51% -$19.9K ﹤0.01% 1324
2022
Q1
$57K Sell
1,328
-434
-25% -$18.6K ﹤0.01% 612
2021
Q4
$81K Sell
1,762
-123
-7% -$5.65K ﹤0.01% 748
2021
Q3
$89K Buy
+1,885
New +$89K ﹤0.01% 711
2019
Q2
Sell
-289
Closed -$5K 1660
2019
Q1
$5K Hold
289
﹤0.01% 1258
2018
Q4
$5K Sell
289
-11,855
-98% -$205K ﹤0.01% 1254
2018
Q3
$479K Buy
12,144
+289
+2% +$11.4K 0.04% 246
2018
Q2
$411K Hold
11,855
0.03% 265
2018
Q1
$417K Hold
11,855
0.04% 216
2017
Q4
$376K Hold
11,855
0.04% 238
2017
Q3
$278K Hold
11,855
0.03% 272
2017
Q2
$265K Hold
11,855
0.03% 272
2017
Q1
$196K Buy
+11,855
New +$196K 0.02% 318