Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.99K Hold
595
﹤0.01% 679
2025
Q1
$9.23K Sell
595
-513
-46% -$7.96K ﹤0.01% 667
2024
Q4
$23.8K Hold
1,108
﹤0.01% 581
2024
Q3
$22.1K Buy
+1,108
New +$22.1K ﹤0.01% 616
2021
Q3
Sell
-2,454
Closed -$201K 246
2021
Q2
$201K Buy
+2,454
New +$201K 0.03% 241
2021
Q1
Sell
-2,454
Closed -$210K 241
2020
Q4
$210K Buy
+2,454
New +$210K 0.03% 218
2020
Q1
Sell
-2,157
Closed -$215K 221
2019
Q4
$215K Buy
+2,157
New +$215K 0.03% 215
2019
Q2
Sell
-3,339
Closed -$274K 193
2019
Q1
$274K Sell
3,339
-265
-7% -$21.7K 0.05% 164
2018
Q4
$243K Sell
3,604
-367
-9% -$24.7K 0.04% 171
2018
Q3
$349K Sell
3,971
-1,648
-29% -$145K 0.06% 155
2018
Q2
$432K Buy
5,619
+291
+5% +$22.4K 0.08% 146
2018
Q1
$372K Hold
5,328
0.06% 155
2017
Q4
$372K Sell
5,328
-297
-5% -$20.7K 0.06% 156
2017
Q3
$336K Buy
5,625
+1,835
+48% +$110K 0.05% 168
2017
Q2
$206K Sell
3,790
-903
-19% -$49.1K 0.03% 198
2017
Q1
$243K Buy
4,693
+629
+15% +$32.6K 0.04% 191
2016
Q4
$204K Sell
4,064
-1,831
-31% -$91.9K 0.04% 200
2016
Q3
$311K Sell
5,895
-436
-7% -$23K 0.05% 163
2016
Q2
$366K Hold
6,331
0.06% 158
2016
Q1
$386K Buy
6,331
+2,650
+72% +$162K 0.07% 157
2015
Q4
$216K Buy
3,681
+296
+9% +$17.4K 0.04% 181
2015
Q3
$217K Sell
3,385
-26
-0.8% -$1.67K 0.04% 182
2015
Q2
$224K Buy
3,411
+70
+2% +$4.6K 0.04% 186
2015
Q1
$237K Buy
+3,341
New +$237K 0.04% 186