Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.7K Sell
55
-62
-53% -$22.2K ﹤0.01% 2552
2025
Q1
$26.1K Sell
117
-89
-43% -$19.8K ﹤0.01% 2183
2024
Q4
$42.7K Buy
206
+178
+636% +$36.9K ﹤0.01% 1899
2024
Q3
$4.67K Sell
28
-4
-13% -$666 ﹤0.01% 2689
2024
Q2
$4.58K Sell
32
-4
-11% -$572 ﹤0.01% 2589
2024
Q1
$7.16K Sell
36
-472
-93% -$93.9K ﹤0.01% 2350
2023
Q4
$105K Sell
508
-41
-7% -$8.48K 0.01% 1219
2023
Q3
$142K Sell
549
-213
-28% -$55.2K 0.01% 1118
2023
Q2
$245K Buy
762
+4
+0.5% +$1.29K 0.01% 922
2023
Q1
$80K Sell
758
-5,781
-88% -$610K ﹤0.01% 1358
2022
Q4
$716K Buy
6,539
+4,870
+292% +$533K 0.02% 747
2022
Q3
$201K Buy
1,669
+897
+116% +$108K 0.01% 1402
2022
Q2
$105K Hold
772
﹤0.01% 1658
2022
Q1
$105K Buy
772
+576
+294% +$78.3K ﹤0.01% 1658
2021
Q4
$81K Buy
196
+29
+17% +$12K ﹤0.01% 1334
2021
Q3
$82K Buy
167
+55
+49% +$27K ﹤0.01% 1331
2021
Q2
$40K Sell
112
-338
-75% -$121K ﹤0.01% 1621
2021
Q1
$163K Buy
450
+69
+18% +$25K ﹤0.01% 936
2020
Q4
$171K Buy
381
+59
+18% +$26.5K 0.01% 873
2020
Q3
$98K Sell
322
-213
-40% -$64.8K 0.01% 1009
2020
Q2
$160K Sell
535
-142
-21% -$42.5K 0.01% 752
2020
Q1
$158K Sell
677
-4
-0.6% -$934 0.02% 653
2019
Q4
$181K Sell
681
-8
-1% -$2.13K 0.01% 695
2019
Q3
$142K Buy
+689
New +$142K 0.01% 893
2019
Q1
Sell
-777
Closed -$94K 3086
2018
Q4
$94K Sell
777
-170
-18% -$20.6K 0.01% 1223
2018
Q3
$147K Sell
947
-265
-22% -$41.1K 0.01% 1247
2018
Q2
$120K Buy
1,212
+812
+203% +$80.4K 0.01% 1366
2018
Q1
$32K Hold
400
﹤0.01% 2074
2017
Q4
$32K Buy
400
+70
+21% +$5.6K ﹤0.01% 2069
2017
Q3
$25K Hold
330
﹤0.01% 2428
2017
Q2
$23K Buy
330
+80
+32% +$5.58K ﹤0.01% 2475
2017
Q1
$14K Hold
250
﹤0.01% 2702
2016
Q4
$11K Hold
250
﹤0.01% 2825
2016
Q3
$13K Sell
250
-320
-56% -$16.6K ﹤0.01% 2658
2016
Q2
$25K Buy
+570
New +$25K ﹤0.01% 2191
2016
Q1
Sell
-570
Closed -$21K 3103
2015
Q4
$21K Buy
+570
New +$21K ﹤0.01% 2123