Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.9K Sell
177
-145
-45% -$16.3K ﹤0.01% 2033
2025
Q1
$36.2K Buy
322
+220
+216% +$24.7K ﹤0.01% 2075
2024
Q4
$11.4K Sell
102
-4
-4% -$447 ﹤0.01% 2000
2024
Q3
$14.8K Buy
106
+4
+4% +$557 ﹤0.01% 1675
2024
Q2
$12K Hold
102
﹤0.01% 1503
2024
Q1
$13.3K Buy
102
+42
+70% +$5.48K ﹤0.01% 1476
2023
Q4
$7.46K Buy
+60
New +$7.46K ﹤0.01% 1621
2022
Q3
Sell
-62
Closed -$5K 2484
2022
Q2
$5K Hold
62
﹤0.01% 2203
2022
Q1
$5K Sell
62
-14
-18% -$1.13K ﹤0.01% 2354
2021
Q4
$6K Hold
76
﹤0.01% 2367
2021
Q3
$6K Hold
76
﹤0.01% 2408
2021
Q2
$6K Hold
76
﹤0.01% 2406
2021
Q1
$6K Hold
76
﹤0.01% 2610
2020
Q4
$6K Hold
76
﹤0.01% 2431
2020
Q3
$5K Hold
76
﹤0.01% 2198
2020
Q2
$5K Hold
76
﹤0.01% 2167
2020
Q1
$5K Sell
76
-54
-42% -$3.55K ﹤0.01% 2050
2019
Q4
$11K Hold
130
﹤0.01% 1936
2019
Q3
$11K Hold
130
﹤0.01% 1869
2019
Q2
$11K Hold
130
﹤0.01% 1882
2019
Q1
$10K Buy
130
+62
+91% +$4.77K ﹤0.01% 1849
2018
Q4
$4K Hold
68
﹤0.01% 2064
2018
Q3
$5K Hold
68
﹤0.01% 2070
2018
Q2
$5K Hold
68
﹤0.01% 1930
2018
Q1
$5K Buy
68
+14
+26% +$1.03K ﹤0.01% 1864
2017
Q4
$4K Hold
54
﹤0.01% 1889
2017
Q3
$3K Buy
+54
New +$3K ﹤0.01% 1910