Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.94K Sell
70
-12
-15% -$1.19K ﹤0.01% 3142
2025
Q1
$6.63K Hold
82
﹤0.01% 2723
2024
Q4
$8.32K Sell
82
-2
-2% -$203 ﹤0.01% 2601
2024
Q3
$7.96K Buy
84
+19
+29% +$1.8K ﹤0.01% 2518
2024
Q2
$5.42K Hold
65
﹤0.01% 2535
2024
Q1
$5.58K Sell
65
-65
-50% -$5.58K ﹤0.01% 2424
2023
Q4
$10.7K Buy
130
+65
+100% +$5.37K ﹤0.01% 2163
2023
Q3
$4.67K Hold
65
﹤0.01% 2528
2023
Q2
$4.93K Hold
65
﹤0.01% 2550
2023
Q1
$1.37K Sell
65
-16
-20% -$336 ﹤0.01% 3016
2022
Q4
$12K Hold
81
﹤0.01% 3245
2022
Q3
$11K Hold
81
﹤0.01% 3546
2022
Q2
$11K Hold
81
﹤0.01% 3297
2022
Q1
$11K Sell
81
-222
-73% -$30.1K ﹤0.01% 3297
2021
Q4
$16K Sell
303
-123
-29% -$6.5K ﹤0.01% 1993
2021
Q3
$22K Sell
426
-10
-2% -$516 ﹤0.01% 1879
2021
Q2
$26K Hold
436
﹤0.01% 1803
2021
Q1
$29K Hold
436
﹤0.01% 1674
2020
Q4
$23K Sell
436
-16
-4% -$844 ﹤0.01% 1738
2020
Q3
$20K Sell
452
-250
-36% -$11.1K ﹤0.01% 1635
2020
Q2
$30K Sell
702
-43
-6% -$1.84K ﹤0.01% 1422
2020
Q1
$30K Sell
745
-266
-26% -$10.7K ﹤0.01% 1323
2019
Q4
$45K Sell
1,011
-500
-33% -$22.3K ﹤0.01% 1300
2019
Q3
$53K Buy
+1,511
New +$53K ﹤0.01% 1339
2019
Q1
$0 Buy
+13
New ﹤0.01% 2345
2016
Q2
Sell
-13
Closed 3798
2016
Q1
$0 Buy
+13
New ﹤0.01% 2343