Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.3K Hold
112
0.01% 493
2025
Q1
$33.7K Buy
112
+1
+0.9% +$301 0.01% 476
2024
Q4
$30.8K Hold
111
0.01% 493
2024
Q3
$32.1K Hold
111
0.01% 500
2024
Q2
$28.4K Buy
111
+74
+200% +$18.9K 0.01% 499
2024
Q1
$9.67K Hold
37
﹤0.01% 659
2023
Q4
$8.44K Sell
37
-21
-36% -$4.79K ﹤0.01% 662
2023
Q3
$12.1K Buy
58
+30
+107% +$6.25K ﹤0.01% 600
2023
Q2
$5.39K Hold
28
﹤0.01% 724
2023
Q1
$5.44K Sell
28
-17
-38% -$3.3K ﹤0.01% 704
2022
Q4
$9.93K Buy
45
+23
+105% +$5.07K ﹤0.01% 615
2022
Q3
$4K Hold
22
﹤0.01% 743
2022
Q2
$4.33K Hold
22
﹤0.01% 735
2022
Q1
$4.71K Hold
22
﹤0.01% 719
2021
Q4
$4.25K Hold
22
﹤0.01% 727
2021
Q3
$3.82K Hold
22
﹤0.01% 846
2021
Q2
$3.5K Hold
22
﹤0.01% 852
2021
Q1
$3.48K Hold
22
﹤0.01% 819
2020
Q4
$3.39K Buy
+22
New +$3.39K ﹤0.01% 790
2020
Q2
Sell
-735
Closed -$82.1K 904
2020
Q1
$82.1K Sell
735
-675
-48% -$75.4K 0.06% 211
2019
Q4
$219K Buy
1,410
+430
+44% +$66.9K 0.12% 156
2019
Q3
$158K Hold
980
0.1% 163
2019
Q2
$144K Hold
980
0.1% 172
2019
Q1
$137K Sell
980
-60
-6% -$8.41K 0.1% 174
2018
Q4
$134K Sell
1,040
-245
-19% -$31.6K 0.11% 167
2018
Q3
$172K Hold
1,285
0.12% 156
2018
Q2
$163K Sell
1,285
-245
-16% -$31.1K 0.13% 154
2018
Q1
$209K Buy
1,530
+655
+75% +$89.6K 0.17% 127
2017
Q4
$128K Buy
875
+118
+16% +$17.2K 0.11% 174
2017
Q3
$108K Buy
757
+117
+18% +$16.7K 0.1% 182
2017
Q2
$93K Buy
640
+51
+9% +$7.41K 0.07% 174
2017
Q1
$80.3K Buy
589
+49
+9% +$6.68K 0.07% 173
2016
Q4
$71.3K Buy
+540
New +$71.3K 0.06% 176