Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.3K Buy
2,244
+1,299
+137% +$14.1K 0.01% 572
2025
Q1
$9.48K Sell
945
-314
-25% -$3.15K ﹤0.01% 704
2024
Q4
$12.5K Buy
1,259
+35
+3% +$346 ﹤0.01% 656
2024
Q3
$12.9K Hold
1,224
﹤0.01% 649
2024
Q2
$15.3K Hold
1,224
﹤0.01% 605
2024
Q1
$16.3K Buy
1,224
+824
+206% +$10.9K ﹤0.01% 582
2023
Q4
$4.88K Hold
400
﹤0.01% 716
2023
Q3
$4.97K Hold
400
﹤0.01% 685
2023
Q2
$6.05K Hold
400
﹤0.01% 658
2023
Q1
$5.04K Hold
400
﹤0.01% 704
2022
Q4
$5K Hold
400
﹤0.01% 643
2022
Q3
$4K Sell
400
-200
-33% -$2K ﹤0.01% 655
2022
Q2
$7K Hold
600
﹤0.01% 616
2022
Q1
$10K Hold
600
﹤0.01% 573
2021
Q4
$12K Sell
600
-500
-45% -$10K ﹤0.01% 547
2021
Q3
$16K Buy
1,100
+500
+83% +$7.27K 0.01% 521
2021
Q2
$9K Sell
600
-200
-25% -$3K ﹤0.01% 605
2021
Q1
$10K Sell
800
-3,176
-80% -$39.7K ﹤0.01% 585
2020
Q4
$35K Sell
3,976
-882
-18% -$7.76K 0.02% 379
2020
Q3
$32K Sell
4,858
-500
-9% -$3.29K 0.02% 372
2020
Q2
$33K Buy
5,358
+500
+10% +$3.08K 0.02% 344
2020
Q1
$23K Hold
4,858
0.02% 373
2019
Q4
$45K Hold
4,858
0.03% 318
2019
Q3
$44K Hold
4,858
0.03% 327
2019
Q2
$50K Sell
4,858
-1,000
-17% -$10.3K 0.03% 302
2019
Q1
$51K Sell
5,858
-1,049
-15% -$9.13K 0.03% 292
2018
Q4
$53K Buy
+6,907
New +$53K 0.03% 275
2017
Q1
$127K Buy
+10,922
New +$127K 0.09% 156