Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.6K Buy
113
+15
+15% +$3.4K 0.01% 541
2025
Q1
$16.3K Buy
98
+30
+44% +$4.98K ﹤0.01% 623
2024
Q4
$13.4K Buy
+68
New +$13.4K ﹤0.01% 638
2024
Q2
Sell
-35
Closed -$4.76K 1096
2024
Q1
$4.76K Hold
35
﹤0.01% 817
2023
Q4
$3.64K Hold
35
﹤0.01% 879
2023
Q3
$3.04K Buy
35
+14
+67% +$1.22K ﹤0.01% 896
2023
Q2
$2.12K Hold
21
﹤0.01% 956
2023
Q1
$1.95K Sell
21
-75
-78% -$6.98K ﹤0.01% 989
2022
Q4
$7.15K Sell
96
-10
-9% -$745 ﹤0.01% 820
2022
Q3
$7K Buy
106
+21
+25% +$1.39K ﹤0.01% 816
2022
Q2
$7K Sell
85
-15
-15% -$1.24K ﹤0.01% 805
2022
Q1
$10K Hold
100
﹤0.01% 769
2021
Q4
$12K Hold
100
﹤0.01% 744
2021
Q3
$11K Hold
100
﹤0.01% 769
2021
Q2
$12K Hold
100
﹤0.01% 752
2021
Q1
$12K Hold
100
﹤0.01% 756
2020
Q4
$11K Hold
100
﹤0.01% 843
2020
Q3
$8K Sell
100
-12
-11% -$960 ﹤0.01% 871
2020
Q2
$6K Buy
112
+50
+81% +$2.68K ﹤0.01% 899
2020
Q1
$3K Hold
62
﹤0.01% 994
2019
Q4
$4K Hold
62
﹤0.01% 980
2019
Q3
$3K Hold
62
﹤0.01% 1009
2019
Q2
$2K Hold
62
﹤0.01% 994
2019
Q1
$3K Buy
+62
New +$3K ﹤0.01% 922