Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$67.6K Buy
1,886
+1,559
+477% +$55.8K 0.01% 854
2024
Q4
$16.1K Buy
327
+2
+0.6% +$99 ﹤0.01% 1409
2024
Q3
$15.5K Hold
325
﹤0.01% 1433
2024
Q2
$14.2K Buy
325
+29
+10% +$1.26K ﹤0.01% 1436
2024
Q1
$12.5K Buy
296
+1
+0.3% +$42 ﹤0.01% 1450
2023
Q4
$11.6K Sell
295
-18
-6% -$705 ﹤0.01% 1471
2023
Q3
$11.5K Buy
313
+66
+27% +$2.42K ﹤0.01% 1338
2023
Q2
$7.31K Buy
247
+16
+7% +$474 ﹤0.01% 1631
2023
Q1
$7.14K Sell
231
-118
-34% -$3.65K ﹤0.01% 1672
2022
Q4
$12.1K Buy
349
+53
+18% +$1.84K ﹤0.01% 1339
2022
Q3
$7K Sell
296
-65
-18% -$1.54K ﹤0.01% 1485
2022
Q2
$9K Buy
361
+141
+64% +$3.52K ﹤0.01% 1292
2022
Q1
$6K Buy
220
+51
+30% +$1.39K ﹤0.01% 1519
2021
Q4
$4K Hold
169
﹤0.01% 1573
2021
Q3
$3K Hold
169
﹤0.01% 1403
2021
Q2
$3K Hold
169
﹤0.01% 1461
2021
Q1
$4K Hold
169
﹤0.01% 1320
2020
Q4
$3K Hold
169
﹤0.01% 1331
2020
Q3
$1K Sell
169
-200
-54% -$1.18K ﹤0.01% 1553
2020
Q2
$4K Buy
369
+200
+118% +$2.17K ﹤0.01% 1154
2020
Q1
$1K Buy
+169
New +$1K ﹤0.01% 1447
2019
Q3
Sell
-47
Closed -$1K 1461
2019
Q2
$1K Hold
47
﹤0.01% 1323
2019
Q1
$1K Hold
47
﹤0.01% 1298
2018
Q4
$1K Buy
+47
New +$1K ﹤0.01% 1247