Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682 Sell
3
-1
-25% -$227 ﹤0.01% 561
2025
Q1
$975 Sell
4
-1
-20% -$244 ﹤0.01% 494
2024
Q4
$1.41K Buy
5
+1
+25% +$281 ﹤0.01% 412
2024
Q3
$1.1K Hold
4
﹤0.01% 458
2024
Q2
$1.21K Buy
4
+1
+33% +$302 ﹤0.01% 415
2024
Q1
$873 Buy
+3
New +$873 ﹤0.01% 433
2023
Q1
Hold
0
-$259 450
2022
Q4
Sell
-225
Closed -$34K 412
2022
Q3
$34K Hold
225
0.01% 261
2022
Q2
$51K Hold
225
0.02% 240
2022
Q1
$52K Hold
225
0.02% 264
2021
Q4
$58K Sell
225
-31
-12% -$7.99K 0.02% 256
2021
Q3
$57K Sell
256
-85
-25% -$18.9K 0.02% 247
2021
Q2
$101K Buy
341
+45
+15% +$13.3K 0.04% 217
2021
Q1
$84K Buy
296
+35
+13% +$9.93K 0.03% 208
2020
Q4
$68K Hold
261
0.03% 192
2020
Q3
$66K Buy
261
+11
+4% +$2.78K 0.03% 181
2020
Q2
$35K Buy
250
+20
+9% +$2.8K 0.02% 197
2020
Q1
$28K Sell
230
-1,790
-89% -$218K 0.02% 193
2019
Q4
$305K Sell
2,020
-794
-28% -$120K 0.18% 128
2019
Q3
$411K Buy
2,814
+76
+3% +$11.1K 0.25% 128
2019
Q2
$451K Buy
2,738
+178
+7% +$29.3K 0.27% 129
2019
Q1
$466K Buy
2,560
+19
+0.7% +$3.46K 0.31% 109
2018
Q4
$412K Sell
2,541
-169
-6% -$27.4K 0.31% 108
2018
Q3
$654K Sell
2,710
-1,691
-38% -$408K 0.41% 74
2018
Q2
$1M Buy
4,401
+116
+3% +$26.4K 0.7% 46
2018
Q1
$1.02M Buy
4,285
+510
+14% +$122K 0.74% 41
2017
Q4
$943K Buy
+3,775
New +$943K 0.72% 44