Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Buy
+162
New +$14K ﹤0.01% 2447
2024
Q4
$3.8K Sell
69
-884
-93% -$48.7K ﹤0.01% 2813
2024
Q3
$63.8K Buy
953
+642
+206% +$43K ﹤0.01% 1444
2024
Q2
$17.2K Buy
311
+238
+326% +$13.2K ﹤0.01% 2063
2024
Q1
$3.74K Sell
73
-100
-58% -$5.12K ﹤0.01% 2518
2023
Q4
$7.33K Sell
173
-25
-13% -$1.06K ﹤0.01% 2183
2023
Q3
$7.95K Hold
198
﹤0.01% 2042
2023
Q2
$8.76K Sell
198
-7
-3% -$310 ﹤0.01% 2006
2023
Q1
$7.79K Sell
205
-4
-2% -$152 ﹤0.01% 2008
2022
Q4
$6.24K Buy
209
+100
+92% +$2.99K ﹤0.01% 1948
2022
Q3
$3K Buy
109
+28
+35% +$771 ﹤0.01% 2066
2022
Q2
$2K Sell
81
-18
-18% -$444 ﹤0.01% 2151
2022
Q1
$3K Buy
+99
New +$3K ﹤0.01% 2021
2020
Q1
Sell
-176
Closed -$4K 1577
2019
Q4
$4K Sell
176
-31
-15% -$705 ﹤0.01% 1357
2019
Q3
$4K Hold
207
﹤0.01% 1327
2019
Q2
$5K Hold
207
﹤0.01% 1267
2019
Q1
$5K Sell
207
-52
-20% -$1.26K ﹤0.01% 1224
2018
Q4
$6K Sell
259
-46
-15% -$1.07K ﹤0.01% 1091
2018
Q3
$9K Hold
305
﹤0.01% 1052
2018
Q2
$8K Hold
305
﹤0.01% 1053
2018
Q1
$7K Sell
305
-60
-16% -$1.38K ﹤0.01% 1050
2017
Q4
$9K Buy
365
+59
+19% +$1.46K ﹤0.01% 939
2017
Q3
$7K Sell
306
-102
-25% -$2.33K ﹤0.01% 919
2017
Q2
$7K Buy
408
+124
+44% +$2.13K ﹤0.01% 853
2017
Q1
$5K Hold
284
﹤0.01% 896
2016
Q4
$5K Buy
+284
New +$5K ﹤0.01% 835