Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.6K Sell
90
-26
-22% -$9.13K ﹤0.01% 1811
2025
Q1
$70.9K Buy
116
+46
+66% +$28.1K ﹤0.01% 1740
2024
Q4
$23.6K Hold
70
﹤0.01% 1652
2024
Q3
$22.3K Buy
70
+44
+169% +$14K ﹤0.01% 1526
2024
Q2
$8.36K Hold
26
﹤0.01% 1592
2024
Q1
$9.03K Hold
26
﹤0.01% 1565
2023
Q4
$9.44K Sell
26
-1
-4% -$363 ﹤0.01% 1562
2023
Q3
$8.03K Buy
27
+2
+8% +$595 ﹤0.01% 1632
2023
Q2
$8.26K Buy
+25
New +$8.26K ﹤0.01% 1623
2022
Q1
Sell
-3
Closed -$1K 2748
2021
Q4
$1K Sell
3
-5
-63% -$1.67K ﹤0.01% 2641
2021
Q3
$2K Hold
8
﹤0.01% 2625
2021
Q2
$2K Sell
8
-352
-98% -$88K ﹤0.01% 2634
2021
Q1
$131K Buy
360
+13
+4% +$4.73K ﹤0.01% 1170
2020
Q4
$2K Buy
347
+339
+4,238% +$1.95K ﹤0.01% 2671
2020
Q3
$2K Hold
8
﹤0.01% 2373
2020
Q2
$2K Hold
8
﹤0.01% 2331
2020
Q1
$1K Hold
8
﹤0.01% 2330
2019
Q4
$2K Hold
8
﹤0.01% 2347
2019
Q3
$1K Hold
8
﹤0.01% 2359
2019
Q2
$1K Hold
8
﹤0.01% 2368
2019
Q1
$1K Buy
+8
New +$1K ﹤0.01% 2294
2016
Q2
Sell
-23
Closed -$2K 1802
2016
Q1
$2K Buy
+23
New +$2K ﹤0.01% 1641