Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
1,268
+280
+28% +$31.5K ﹤0.01% 1439
2025
Q1
$111K Buy
988
+42
+4% +$4.73K ﹤0.01% 1465
2024
Q4
$106K Buy
946
+42
+5% +$4.72K ﹤0.01% 1443
2024
Q3
$126K Sell
904
-149
-14% -$20.8K ﹤0.01% 1307
2024
Q2
$124K Buy
1,053
+870
+475% +$102K ﹤0.01% 1271
2024
Q1
$23.9K Buy
183
+8
+5% +$1.04K ﹤0.01% 1889
2023
Q4
$21.8K Sell
175
-41
-19% -$5.1K ﹤0.01% 1873
2023
Q3
$22.8K Hold
216
﹤0.01% 1872
2023
Q2
$24.3K Hold
216
﹤0.01% 1918
2023
Q1
$18.9K Sell
216
-3
-1% -$263 ﹤0.01% 2044
2022
Q4
$33K Sell
219
-218
-50% -$32.8K ﹤0.01% 2538
2022
Q3
$53K Hold
437
﹤0.01% 2326
2022
Q2
$53K Hold
437
﹤0.01% 2132
2022
Q1
$53K Buy
437
+4
+0.9% +$485 ﹤0.01% 2132
2021
Q4
$37K Hold
433
﹤0.01% 1642
2021
Q3
$38K Hold
433
﹤0.01% 1651
2021
Q2
$38K Sell
433
-11
-2% -$965 ﹤0.01% 1642
2021
Q1
$37K Hold
444
﹤0.01% 1584
2020
Q4
$42K Hold
444
﹤0.01% 1506
2020
Q3
$35K Sell
444
-40
-8% -$3.15K ﹤0.01% 1412
2020
Q2
$37K Hold
484
﹤0.01% 1333
2020
Q1
$35K Buy
484
+1
+0.2% +$72 ﹤0.01% 1271
2019
Q4
$42K Sell
483
-4
-0.8% -$348 ﹤0.01% 1332
2019
Q3
$41K Buy
+487
New +$41K ﹤0.01% 1465
2019
Q1
$1K Sell
7
-10
-59% -$1.43K ﹤0.01% 2253
2018
Q4
$1K Sell
17
-118
-87% -$6.94K ﹤0.01% 3319
2018
Q3
$11K Buy
135
+1
+0.7% +$81 ﹤0.01% 2779
2018
Q2
$11K Sell
134
-28
-17% -$2.3K ﹤0.01% 2803
2018
Q1
$12K Hold
162
﹤0.01% 2684
2017
Q4
$12K Sell
162
-8
-5% -$593 ﹤0.01% 2680
2017
Q3
$11K Buy
170
+125
+278% +$8.09K ﹤0.01% 2930
2017
Q2
$3K Buy
45
+9
+25% +$600 ﹤0.01% 3604
2017
Q1
$3K Hold
36
﹤0.01% 3523
2016
Q4
$3K Sell
36
-23
-39% -$1.92K ﹤0.01% 3511
2016
Q3
$4K Hold
59
﹤0.01% 3339
2016
Q2
$3K Buy
59
+52
+743% +$2.64K ﹤0.01% 3351
2016
Q1
$1K Buy
+7
New +$1K ﹤0.01% 2253