Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28K Sell
81
-16
-16% -$252 ﹤0.01% 2544
2025
Q1
$1.15K Sell
97
-82
-46% -$973 ﹤0.01% 2330
2024
Q4
$2.31K Hold
179
﹤0.01% 1839
2024
Q3
$2.28K Buy
179
+32
+22% +$408 ﹤0.01% 1817
2024
Q2
$2.07K Sell
147
-26
-15% -$367 ﹤0.01% 1585
2024
Q1
$3.35K Hold
173
﹤0.01% 1268
2023
Q4
$2.59K Hold
173
﹤0.01% 1324
2023
Q3
$1.82K Hold
173
﹤0.01% 1376
2023
Q2
$1.66K Hold
173
﹤0.01% 1292
2023
Q1
$1.6K Hold
173
﹤0.01% 1277
2022
Q4
$1.91K Hold
173
﹤0.01% 1199
2022
Q3
$2K Hold
173
﹤0.01% 1123
2022
Q2
$2K Hold
173
﹤0.01% 1042
2022
Q1
$7K Sell
173
-75
-30% -$3.04K ﹤0.01% 733
2021
Q4
$11K Sell
248
-50
-17% -$2.22K ﹤0.01% 666
2021
Q3
$16K Sell
298
-315
-51% -$16.9K ﹤0.01% 511
2021
Q2
$37K Buy
613
+75
+14% +$4.53K 0.01% 325
2021
Q1
$34K Buy
538
+81
+18% +$5.12K 0.01% 321
2020
Q4
$22K Hold
457
0.01% 354
2020
Q3
$13K Buy
457
+42
+10% +$1.2K 0.01% 393
2020
Q2
$14K Buy
+415
New +$14K 0.01% 332