Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62 Buy
+5
New +$62 ﹤0.01% 3725
2024
Q4
$482 Sell
33
-15
-31% -$219 ﹤0.01% 3407
2024
Q3
$767 Sell
48
-785
-94% -$12.5K ﹤0.01% 3199
2024
Q2
$15.8K Sell
833
-16
-2% -$304 ﹤0.01% 2107
2024
Q1
$16.6K Sell
849
-11
-1% -$215 ﹤0.01% 1888
2023
Q4
$16.6K Buy
860
+27
+3% +$522 ﹤0.01% 1846
2023
Q3
$16.1K Hold
833
﹤0.01% 1739
2023
Q2
$13.4K Buy
833
+12
+1% +$192 ﹤0.01% 1850
2023
Q1
$12.6K Sell
821
-2
-0.2% -$31 ﹤0.01% 1830
2022
Q4
$17.2K Buy
823
+12
+1% +$251 ﹤0.01% 1541
2022
Q3
$18K Sell
811
-33
-4% -$732 ﹤0.01% 1445
2022
Q2
$14K Sell
844
-29
-3% -$481 ﹤0.01% 1494
2022
Q1
$17K Buy
873
+73
+9% +$1.42K ﹤0.01% 1408
2021
Q4
$11K Hold
800
0.01% 149
2021
Q3
$10K Hold
800
﹤0.01% 1422
2021
Q2
$12K Buy
+800
New +$12K ﹤0.01% 1332
2020
Q4
Sell
-24
Closed 1777
2020
Q3
$0 Sell
24
-105
-81% ﹤0.01% 1685
2020
Q2
$2K Sell
129
-31
-19% -$481 ﹤0.01% 1469
2020
Q1
$2K Sell
160
-519
-76% -$6.49K ﹤0.01% 1422
2019
Q4
$17K Sell
679
-348
-34% -$8.71K ﹤0.01% 1003
2019
Q3
$22K Buy
1,027
+51
+5% +$1.09K ﹤0.01% 872
2019
Q2
$22K Buy
976
+865
+779% +$19.5K ﹤0.01% 864
2019
Q1
$3K Hold
111
﹤0.01% 1354
2018
Q4
$3K Buy
111
+20
+22% +$541 ﹤0.01% 1279
2018
Q3
$4K Buy
91
+8
+10% +$352 ﹤0.01% 1275
2018
Q2
$4K Buy
83
+52
+168% +$2.51K ﹤0.01% 1254
2018
Q1
$1K Buy
+31
New +$1K ﹤0.01% 1430