Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83K Sell
2,226
-45
-2% -$1.68K ﹤0.01% 1752
2025
Q1
$84.4K Sell
2,271
-85
-4% -$3.16K ﹤0.01% 1622
2024
Q4
$96.3K Buy
2,356
+82
+4% +$3.35K ﹤0.01% 1481
2024
Q3
$114K Sell
2,274
-194
-8% -$9.76K ﹤0.01% 1337
2024
Q2
$108K Sell
2,468
-37
-1% -$1.62K ﹤0.01% 1334
2024
Q1
$109K Sell
2,505
-18
-0.7% -$781 ﹤0.01% 1257
2023
Q4
$105K Sell
2,523
-8
-0.3% -$333 0.01% 1221
2023
Q3
$89.4K Buy
2,531
+43
+2% +$1.52K ﹤0.01% 1308
2023
Q2
$102K Sell
2,488
-27
-1% -$1.1K ﹤0.01% 1311
2023
Q1
$63.7K Sell
2,515
-13
-0.5% -$329 ﹤0.01% 1454
2022
Q4
$65K Buy
2,528
+3
+0.1% +$77 ﹤0.01% 2043
2022
Q3
$65K Sell
2,525
-3
-0.1% -$77 ﹤0.01% 2174
2022
Q2
$66K Hold
2,528
﹤0.01% 1963
2022
Q1
$66K Buy
2,528
+144
+6% +$3.76K ﹤0.01% 1963
2021
Q4
$135K Sell
2,384
-20
-0.8% -$1.13K ﹤0.01% 1122
2021
Q3
$112K Sell
2,404
-24
-1% -$1.12K ﹤0.01% 1200
2021
Q2
$118K Buy
2,428
+9
+0.4% +$437 ﹤0.01% 1160
2021
Q1
$114K Buy
2,419
+2,344
+3,125% +$110K ﹤0.01% 1111
2020
Q4
$3K Sell
75
-20
-21% -$800 ﹤0.01% 2458
2020
Q3
$3K Buy
95
+25
+36% +$789 ﹤0.01% 2315
2020
Q2
$1K Hold
70
﹤0.01% 2471
2020
Q1
$1K Sell
70
-31
-31% -$443 ﹤0.01% 2444
2019
Q4
$4K Sell
101
-9
-8% -$356 ﹤0.01% 2236
2019
Q3
$4K Buy
+110
New +$4K ﹤0.01% 2393
2019
Q1
Sell
-124
Closed -$4K 2421
2018
Q4
$4K Sell
124
-831
-87% -$26.8K ﹤0.01% 2863
2018
Q3
$42K Sell
955
-92
-9% -$4.05K ﹤0.01% 1970
2018
Q2
$45K Hold
1,047
﹤0.01% 1957
2018
Q1
$46K Hold
1,047
﹤0.01% 1859
2017
Q4
$46K Buy
1,047
+84
+9% +$3.69K ﹤0.01% 1855
2017
Q3
$39K Buy
963
+3
+0.3% +$121 ﹤0.01% 2126
2017
Q2
$37K Sell
960
-34
-3% -$1.31K ﹤0.01% 2149
2017
Q1
$34K Buy
994
+197
+25% +$6.74K ﹤0.01% 2139
2016
Q4
$26K Sell
797
-1,446
-64% -$47.2K ﹤0.01% 2263
2016
Q3
$76K Buy
2,243
+3
+0.1% +$102 ﹤0.01% 1535
2016
Q2
$79K Buy
+2,240
New +$79K ﹤0.01% 1470
2016
Q1
Sell
-2,281
Closed -$72K 2427
2015
Q4
$72K Buy
+2,281
New +$72K ﹤0.01% 1361