Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
78
-4
-5% -$1.18K ﹤0.01% 1182
2025
Q1
$21.8K Buy
82
+9
+12% +$2.4K ﹤0.01% 1119
2024
Q4
$18.4K Buy
73
+4
+6% +$1.01K ﹤0.01% 1108
2024
Q3
$15.2K Buy
69
+9
+15% +$1.98K ﹤0.01% 1131
2024
Q2
$10.3K Buy
60
+7
+13% +$1.21K ﹤0.01% 1170
2024
Q1
$10K Buy
53
+8
+18% +$1.52K ﹤0.01% 1169
2023
Q4
$8.06K Hold
45
﹤0.01% 1190
2023
Q3
$7.25K Buy
45
+9
+25% +$1.45K ﹤0.01% 1226
2023
Q2
$5.27K Sell
36
-25
-41% -$3.66K ﹤0.01% 1350
2023
Q1
$8.89K Sell
61
-11
-15% -$1.6K ﹤0.01% 1146
2022
Q4
$10.3K Sell
72
-11
-13% -$1.58K ﹤0.01% 1053
2022
Q3
$12K Sell
83
-45
-35% -$6.51K ﹤0.01% 935
2022
Q2
$20K Buy
128
+66
+106% +$10.3K 0.01% 812
2022
Q1
$13K Buy
62
+5
+9% +$1.05K ﹤0.01% 954
2021
Q4
$14K Hold
57
﹤0.01% 916
2021
Q3
$11K Buy
57
+5
+10% +$965 ﹤0.01% 934
2021
Q2
$10K Hold
52
﹤0.01% 955
2021
Q1
$11K Buy
52
+1
+2% +$212 ﹤0.01% 901
2020
Q4
$9K Buy
51
+42
+467% +$7.41K ﹤0.01% 901
2020
Q3
$1K Hold
9
﹤0.01% 1325
2020
Q2
$1K Sell
9
-8
-47% -$889 ﹤0.01% 1305
2020
Q1
$2K Sell
17
-8
-32% -$941 ﹤0.01% 1099
2019
Q4
$3K Buy
25
+13
+108% +$1.56K ﹤0.01% 1051
2019
Q3
$2K Sell
12
-8
-40% -$1.33K ﹤0.01% 1147
2019
Q2
$3K Buy
20
+11
+122% +$1.65K ﹤0.01% 1068
2019
Q1
$1K Sell
9
-5
-36% -$556 ﹤0.01% 1324
2018
Q4
$2K Buy
14
+5
+56% +$714 ﹤0.01% 1050
2018
Q3
$2K Hold
9
﹤0.01% 1074
2018
Q2
$2K Hold
9
﹤0.01% 1051
2018
Q1
$1K Hold
9
﹤0.01% 1172
2017
Q4
$1K Hold
9
﹤0.01% 1121
2017
Q3
$1K Buy
9
+1
+13% +$111 ﹤0.01% 1119
2017
Q2
$1K Buy
8
+4
+100% +$500 ﹤0.01% 1124
2017
Q1
$1K Hold
4
﹤0.01% 1100
2016
Q4
$1K Hold
4
﹤0.01% 1090
2016
Q3
$0 Hold
4
﹤0.01% 1075
2016
Q2
$0 Hold
4
﹤0.01% 1069
2016
Q1
$0 Buy
+4
New ﹤0.01% 1056
2015
Q4
Sell
-7
Closed -$1K 1083
2015
Q3
$1K Buy
+7
New +$1K ﹤0.01% 975