Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995 Sell
80
-190
-70% -$2.36K ﹤0.01% 1573
2025
Q1
$4.11K Buy
270
+133
+97% +$2.03K ﹤0.01% 1200
2024
Q4
$2K Sell
137
-130
-49% -$1.9K ﹤0.01% 1479
2024
Q3
$4.26K Buy
267
+30
+13% +$479 ﹤0.01% 1179
2024
Q2
$4.51K Hold
237
﹤0.01% 1107
2024
Q1
$4.63K Sell
237
-37
-14% -$722 ﹤0.01% 1131
2023
Q4
$5.56K Sell
274
-37
-12% -$750 ﹤0.01% 1012
2023
Q3
$6.5K Buy
311
+46
+17% +$961 ﹤0.01% 885
2023
Q2
$4.25K Sell
265
-58
-18% -$930 ﹤0.01% 1074
2023
Q1
$5.98K Sell
323
-22
-6% -$407 ﹤0.01% 915
2022
Q4
$7.21K Buy
345
+20
+6% +$418 ﹤0.01% 838
2022
Q3
$5K Sell
325
-25
-7% -$385 ﹤0.01% 992
2022
Q2
$6K Buy
350
+55
+19% +$943 ﹤0.01% 947
2022
Q1
$6K Buy
295
+192
+186% +$3.91K ﹤0.01% 989
2021
Q4
$1K Buy
+103
New +$1K ﹤0.01% 1477
2016
Q1
Sell
-11
Closed 654
2015
Q4
$0 Hold
11
﹤0.01% 557
2015
Q3
$0 Sell
11
-120
-92% ﹤0.01% 539
2015
Q2
$6K Hold
131
﹤0.01% 398
2015
Q1
$7K Hold
131
﹤0.01% 392
2014
Q4
$9K Buy
131
+33
+34% +$2.27K ﹤0.01% 375
2014
Q3
$7K Sell
98
-1
-1% -$71 ﹤0.01% 365
2014
Q2
$8K Buy
+99
New +$8K ﹤0.01% 347