Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-77
Closed -$7.09K 1882
2025
Q1
$7.09K Buy
77
+1
+1% +$92 ﹤0.01% 993
2024
Q4
$6.41K Buy
76
+63
+485% +$5.31K ﹤0.01% 1021
2024
Q3
$1.37K Sell
13
-48
-79% -$5.06K ﹤0.01% 1615
2024
Q2
$5.28K Hold
61
﹤0.01% 1048
2024
Q1
$6.42K Sell
61
-21
-26% -$2.21K ﹤0.01% 1002
2023
Q4
$9.77K Sell
82
-5
-6% -$595 ﹤0.01% 778
2023
Q3
$11.7K Sell
87
-4
-4% -$537 ﹤0.01% 679
2023
Q2
$12.5K Buy
91
+15
+20% +$2.05K ﹤0.01% 664
2023
Q1
$11.5K Buy
76
+5
+7% +$755 ﹤0.01% 672
2022
Q4
$8.12K Buy
71
+38
+115% +$4.35K ﹤0.01% 786
2022
Q3
$4K Sell
33
-78
-70% -$9.46K ﹤0.01% 1037
2022
Q2
$17K Buy
111
+29
+35% +$4.44K ﹤0.01% 618
2022
Q1
$11K Buy
82
+56
+215% +$7.51K ﹤0.01% 755
2021
Q4
$4K Buy
26
+16
+160% +$2.46K ﹤0.01% 830
2021
Q3
$2K Buy
+10
New +$2K ﹤0.01% 771
2021
Q2
Sell
-23
Closed -$5K 599
2021
Q1
$5K Sell
23
-251
-92% -$54.6K ﹤0.01% 465
2020
Q4
$59K Hold
274
0.01% 234
2020
Q3
$35K Hold
274
0.01% 266
2020
Q2
$33K Buy
274
+44
+19% +$5.3K 0.01% 265
2020
Q1
$23K Hold
230
0.01% 263
2019
Q4
$29K Buy
230
+80
+53% +$10.1K 0.01% 275
2019
Q3
$15K Hold
150
﹤0.01% 326
2019
Q2
$18K Hold
150
﹤0.01% 317
2019
Q1
$25K Hold
150
0.01% 274
2018
Q4
$24K Hold
150
0.01% 276
2018
Q3
$34K Hold
150
0.01% 271
2018
Q2
$36K Sell
150
-34
-18% -$8.16K 0.01% 262
2018
Q1
$41K Hold
184
0.01% 258
2017
Q4
$43K Buy
184
+34
+23% +$7.95K 0.01% 262
2017
Q3
$37K Buy
+150
New +$37K 0.01% 266
2015
Q3
Sell
-200
Closed -$40K 483
2015
Q2
$40K Buy
+200
New +$40K 0.02% 204
2015
Q1
Sell
-600
Closed -$137K 509
2014
Q4
$137K Hold
600
0.02% 103
2014
Q3
$131K Hold
600
0.02% 102
2014
Q2
$112K Buy
+600
New +$112K 0.02% 120