Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Buy
732
+258
+54% +$18.3K ﹤0.01% 280
2025
Q1
$30.1K Buy
474
+385
+433% +$24.4K ﹤0.01% 290
2024
Q4
$6.74K Buy
+89
New +$6.74K ﹤0.01% 325
2024
Q2
Sell
-54
Closed -$5.08K 431
2024
Q1
$5.08K Sell
54
-300
-85% -$28.2K ﹤0.01% 293
2023
Q4
$38.4K Buy
354
+279
+372% +$30.3K ﹤0.01% 202
2023
Q3
$7.17K Sell
75
-58
-44% -$5.55K ﹤0.01% 336
2023
Q2
$14.7K Sell
133
-5
-4% -$552 ﹤0.01% 296
2023
Q1
$16.9K Buy
138
+96
+229% +$11.8K ﹤0.01% 287
2022
Q4
$4.91K Buy
+42
New +$4.91K ﹤0.01% 373
2022
Q1
Sell
-78
Closed -$13K 441
2021
Q4
$13K Hold
78
﹤0.01% 269
2021
Q3
$11K Hold
78
﹤0.01% 265
2021
Q2
$12K Hold
78
﹤0.01% 251
2021
Q1
$10K Hold
78
﹤0.01% 232
2020
Q4
$11K Buy
+78
New +$11K ﹤0.01% 223
2018
Q1
Hold
0
354
2017
Q4
Sell
-35
Closed -$2K 354
2017
Q3
$2K Hold
35
﹤0.01% 314
2017
Q2
$2K Hold
35
﹤0.01% 303
2017
Q1
$2K Hold
35
﹤0.01% 309
2016
Q4
$2K Hold
35
﹤0.01% 317
2016
Q3
$2K Hold
35
﹤0.01% 451
2016
Q2
$2K Buy
+35
New +$2K ﹤0.01% 329
2016
Q1
Sell
-318
Closed -$20K 413
2015
Q4
$20K Buy
318
+294
+1,225% +$18.5K 0.01% 198
2015
Q3
$1K Hold
24
﹤0.01% 308
2015
Q2
$1K Hold
24
﹤0.01% 336
2015
Q1
$1K Hold
24
﹤0.01% 308
2014
Q4
$1K Hold
24
﹤0.01% 313
2014
Q3
$1K Hold
24
﹤0.01% 318
2014
Q2
$1K Buy
+24
New +$1K ﹤0.01% 275