Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.1K Buy
50
+18
+56% +$8.32K ﹤0.01% 2463
2025
Q1
$12.7K Buy
32
+7
+28% +$2.78K ﹤0.01% 2499
2024
Q4
$13.4K Buy
25
+2
+9% +$1.07K ﹤0.01% 2426
2024
Q3
$10.2K Sell
23
-587
-96% -$260K ﹤0.01% 2416
2024
Q2
$289K Buy
610
+533
+692% +$253K 0.01% 855
2024
Q1
$45.2K Buy
77
+18
+31% +$10.6K ﹤0.01% 1631
2023
Q4
$25.9K Sell
59
-340
-85% -$149K ﹤0.01% 1811
2023
Q3
$159K Buy
399
+60
+18% +$23.9K 0.01% 1059
2023
Q2
$116K Buy
339
+320
+1,684% +$110K ﹤0.01% 1253
2023
Q1
$1.57K Sell
19
-141
-88% -$11.6K ﹤0.01% 2971
2022
Q4
$17K Sell
160
-5
-3% -$531 ﹤0.01% 3040
2022
Q3
$19K Buy
165
+111
+206% +$12.8K ﹤0.01% 3144
2022
Q2
$5K Hold
54
﹤0.01% 3821
2022
Q1
$5K Buy
+54
New +$5K ﹤0.01% 3821
2021
Q3
Hold
0
4362
2021
Q2
Hold
0
4140
2021
Q1
Hold
0
4034
2020
Q4
Hold
0
3857
2020
Q3
Hold
0
3721
2020
Q2
Hold
0
3549
2020
Q1
Hold
0
3486
2019
Q4
Sell
-111
Closed -$10K 3478
2019
Q3
$10K Buy
+111
New +$10K ﹤0.01% 2079
2019
Q1
Sell
-29
Closed -$2K 3210
2018
Q4
$2K Buy
+29
New +$2K ﹤0.01% 3137
2018
Q2
Hold
0
3989
2018
Q1
Hold
0
3801
2017
Q4
Sell
-12
Closed -$1K 4011
2017
Q3
$1K Hold
12
﹤0.01% 3901
2017
Q2
$1K Hold
12
﹤0.01% 3896
2017
Q1
$1K Hold
12
﹤0.01% 3806
2016
Q4
$1K Buy
+12
New +$1K ﹤0.01% 3794