Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$101 3668
2025
Q1
Sell
-689
Closed -$5.6K 3853
2024
Q4
$5.6K Buy
+689
New +$5.6K ﹤0.01% 2747
2024
Q2
Sell
-52
Closed -$346 3325
2024
Q1
$346 Hold
52
﹤0.01% 3008
2023
Q4
$537 Hold
52
﹤0.01% 2869
2023
Q3
$366 Sell
52
-65
-56% -$458 ﹤0.01% 3135
2023
Q2
$1.45K Buy
117
+65
+125% +$808 ﹤0.01% 2972
2023
Q1
$1.12K Sell
52
-263
-83% -$5.69K ﹤0.01% 3062
2022
Q4
$11K Sell
315
-69
-18% -$2.41K ﹤0.01% 3335
2022
Q3
$11K Buy
384
+35
+10% +$1K ﹤0.01% 3595
2022
Q2
$7K Hold
349
﹤0.01% 3622
2022
Q1
$7K Buy
349
+124
+55% +$2.49K ﹤0.01% 3622
2021
Q4
$10K Buy
225
+4
+2% +$178 ﹤0.01% 2195
2021
Q3
$12K Hold
221
﹤0.01% 2153
2021
Q2
$14K Hold
221
﹤0.01% 2081
2021
Q1
$14K Buy
221
+129
+140% +$8.17K ﹤0.01% 1995
2020
Q4
$6K Buy
+92
New +$6K ﹤0.01% 2253
2020
Q3
Hold
0
3684
2020
Q2
Hold
0
3514
2020
Q1
Hold
0
3453
2019
Q4
Hold
0
3447
2019
Q1
Sell
-75
Closed -$1K 3174
2018
Q4
$1K Hold
75
﹤0.01% 3316
2018
Q3
$1K Hold
75
﹤0.01% 3671
2018
Q2
$2K Sell
75
-50
-40% -$1.33K ﹤0.01% 3568
2018
Q1
$4K Hold
125
﹤0.01% 3284
2017
Q4
$4K Buy
+125
New +$4K ﹤0.01% 3283