Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.9K Buy
151
+100
+196% +$15.8K ﹤0.01% 2448
2025
Q1
$8.33K Sell
51
-3
-6% -$490 ﹤0.01% 2644
2024
Q4
$11.6K Buy
54
+4
+8% +$858 ﹤0.01% 2471
2024
Q3
$8.36K Sell
50
-3
-6% -$502 ﹤0.01% 2497
2024
Q2
$8.43K Buy
53
+36
+212% +$5.73K ﹤0.01% 2400
2024
Q1
$2.34K Sell
17
-7
-29% -$962 ﹤0.01% 2650
2023
Q4
$2.95K Hold
24
﹤0.01% 2575
2023
Q3
$2.2K Hold
24
﹤0.01% 2807
2023
Q2
$1.88K Sell
24
-140
-85% -$11K ﹤0.01% 2904
2023
Q1
$14.8K Sell
164
-262
-62% -$23.6K ﹤0.01% 2141
2022
Q4
$41K Sell
426
-7
-2% -$674 ﹤0.01% 2381
2022
Q3
$41K Buy
433
+233
+117% +$22.1K ﹤0.01% 2533
2022
Q2
$19K Hold
200
﹤0.01% 2907
2022
Q1
$19K Buy
200
+28
+16% +$2.66K ﹤0.01% 2907
2021
Q4
$27K Buy
172
+22
+15% +$3.45K ﹤0.01% 1788
2021
Q3
$29K Hold
150
﹤0.01% 1777
2021
Q2
$44K Buy
+150
New +$44K ﹤0.01% 1589
2021
Q1
Sell
-152
Closed -$37K 4308
2020
Q4
$37K Sell
152
-110
-42% -$26.8K ﹤0.01% 1556
2020
Q3
$71K Buy
+262
New +$71K ﹤0.01% 1149
2020
Q2
Hold
0
3784
2020
Q1
Sell
-175
Closed -$21K 3690
2019
Q4
$21K Hold
175
﹤0.01% 1609
2019
Q3
$20K Buy
+175
New +$20K ﹤0.01% 1770
2019
Q1
Sell
-354
Closed -$32K 3436
2018
Q4
$32K Buy
354
+19
+6% +$1.72K ﹤0.01% 1858
2018
Q3
$40K Sell
335
-1,050
-76% -$125K ﹤0.01% 2006
2018
Q2
$139K Buy
+1,385
New +$139K 0.01% 1283
2017
Q4
Sell
-15
Closed -$1K 4067
2017
Q3
$1K Hold
15
﹤0.01% 3927
2017
Q2
$1K Sell
15
-872
-98% -$58.1K ﹤0.01% 3927
2017
Q1
$60K Hold
887
﹤0.01% 1812
2016
Q4
$40K Buy
887
+15
+2% +$676 ﹤0.01% 2005
2016
Q3
$38K Buy
+872
New +$38K ﹤0.01% 1974