Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2051
2025
Q1
Hold
0
1968
2024
Q4
Hold
0
2037
2024
Q3
Sell
-533
Closed -$2.91K 1709
2024
Q2
$2.91K Buy
533
+74
+16% +$403 ﹤0.01% 1474
2024
Q1
$2.43K Sell
459
-2
-0.4% -$11 ﹤0.01% 1487
2023
Q4
$2.88K Sell
461
-20
-4% -$125 ﹤0.01% 1579
2023
Q3
$2.3K Sell
481
-118
-20% -$564 ﹤0.01% 1605
2023
Q2
$3.58K Sell
599
-818
-58% -$4.89K ﹤0.01% 1449
2023
Q1
$10.6K Sell
1,417
-680
-32% -$5.07K ﹤0.01% 1314
2022
Q4
$26K Sell
2,097
-8,714
-81% -$108K ﹤0.01% 1244
2022
Q3
$223K Buy
10,811
+2,639
+32% +$54.4K ﹤0.01% 793
2022
Q2
$226K Buy
8,172
+4,663
+133% +$129K ﹤0.01% 828
2022
Q1
$153K Buy
3,509
+701
+25% +$30.6K ﹤0.01% 1122
2021
Q4
$155K Buy
+2,808
New +$155K ﹤0.01% 1278
2021
Q3
Hold
0
2049
2021
Q2
Hold
0
1976
2021
Q1
Sell
-601
Closed -$35K 1827
2020
Q4
$35K Sell
601
-256
-30% -$14.9K ﹤0.01% 1209
2020
Q3
$29K Buy
857
+838
+4,411% +$28.4K ﹤0.01% 1167
2020
Q2
$1K Sell
19
-1,110
-98% -$58.4K ﹤0.01% 1311
2020
Q1
$18K Buy
+1,129
New +$18K ﹤0.01% 1002
2019
Q4
Hold
0
1328
2019
Q3
Hold
0
1311
2019
Q2
Sell
-3,710
Closed -$156K 1227
2019
Q1
$156K Buy
3,710
+2,481
+202% +$104K ﹤0.01% 555
2018
Q4
$38K Sell
1,229
-4,534
-79% -$140K ﹤0.01% 931
2018
Q3
$251K Buy
+5,763
New +$251K ﹤0.01% 610
2018
Q2
Sell
-200
Closed -$4K 1320
2018
Q1
$4K Sell
200
-238
-54% -$4.76K ﹤0.01% 1187
2017
Q4
$6K Hold
438
﹤0.01% 1216
2017
Q3
$10K Sell
438
-722
-62% -$16.5K ﹤0.01% 1115
2017
Q2
$24K Buy
1,160
+120
+12% +$2.48K ﹤0.01% 998
2017
Q1
$24K Buy
+1,040
New +$24K ﹤0.01% 972