Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42K Hold
20
﹤0.01% 251
2025
Q1
$1.27K Hold
20
﹤0.01% 250
2024
Q4
$1.51K Sell
20
-8
-29% -$606 ﹤0.01% 242
2024
Q3
$2.48K Sell
28
-2,120
-99% -$187K ﹤0.01% 269
2024
Q2
$162K Sell
2,148
-2,029
-49% -$153K 0.03% 115
2024
Q1
$393K Sell
4,177
-7
-0.2% -$658 0.07% 92
2023
Q4
$454K Buy
4,184
+165
+4% +$17.9K 0.09% 86
2023
Q3
$384K Sell
4,019
-166
-4% -$15.9K 0.08% 89
2023
Q2
$462K Buy
4,185
+42
+1% +$4.64K 0.09% 86
2023
Q1
$508K Buy
4,143
+4,123
+20,615% +$506K 0.1% 81
2022
Q4
$2.34K Sell
20
-600
-97% -$70.2K ﹤0.01% 220
2022
Q3
$52K Sell
620
-24
-4% -$2.01K 0.01% 159
2022
Q2
$66K Hold
644
0.01% 160
2022
Q1
$87K Hold
644
0.02% 158
2021
Q4
$107K Hold
644
0.02% 130
2021
Q3
$94K Hold
644
0.02% 134
2021
Q2
$99K Sell
644
-5
-0.8% -$769 0.02% 129
2021
Q1
$86K Hold
649
0.02% 134
2020
Q4
$92K Hold
649
0.02% 129
2020
Q3
$81K Hold
649
0.02% 122
2020
Q2
$64K Buy
649
+20
+3% +$1.97K 0.01% 133
2020
Q1
$52K Hold
629
0.01% 115
2019
Q4
$64K Hold
629
0.01% 120
2019
Q3
$59K Hold
629
0.01% 125
2019
Q2
$53K Hold
629
0.01% 125
2019
Q1
$53K Buy
629
+29
+5% +$2.44K 0.01% 119
2018
Q4
$44K Buy
+600
New +$44K 0.01% 91