Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,064
Closed -$15.2K 2185
2025
Q1
$15.2K Buy
1,064
+1,054
+10,540% +$15.1K ﹤0.01% 2115
2024
Q4
$228 Sell
10
-18
-64% -$410 ﹤0.01% 2694
2024
Q3
$833 Sell
28
-15
-35% -$446 ﹤0.01% 2614
2024
Q2
$1.69K Sell
43
-39
-48% -$1.53K ﹤0.01% 2500
2024
Q1
$4.35K Sell
82
-10
-11% -$531 ﹤0.01% 2355
2023
Q4
$5.18K Buy
92
+10
+12% +$563 ﹤0.01% 2270
2023
Q3
$3.79K Hold
82
﹤0.01% 2242
2023
Q2
$3.84K Sell
82
-132
-62% -$6.18K ﹤0.01% 2271
2023
Q1
$9.63K Buy
214
+37
+21% +$1.66K ﹤0.01% 2044
2022
Q4
$8.06K Sell
177
-10
-5% -$455 ﹤0.01% 2052
2022
Q3
$7K Buy
+187
New +$7K ﹤0.01% 2024
2021
Q4
Sell
-4
Closed 2641
2021
Q3
$0 Hold
4
﹤0.01% 2607
2021
Q2
$0 Buy
+4
New ﹤0.01% 2510
2020
Q3
Sell
-7
Closed 2261
2020
Q2
$0 Buy
+7
New ﹤0.01% 2348
2019
Q3
Sell
-52
Closed -$1K 2360
2019
Q2
$1K Buy
52
+24
+86% +$462 ﹤0.01% 2246
2019
Q1
$1K Hold
28
﹤0.01% 2177
2018
Q4
$0 Buy
+28
New ﹤0.01% 2265
2018
Q1
Sell
-32
Closed -$1K 2196
2017
Q4
$1K Sell
32
-39
-55% -$1.22K ﹤0.01% 1980
2017
Q3
$2K Buy
71
+30
+73% +$845 ﹤0.01% 1817
2017
Q2
$0 Hold
41
﹤0.01% 1996
2017
Q1
$1K Hold
41
﹤0.01% 1845
2016
Q4
$1K Sell
41
-183
-82% -$4.46K ﹤0.01% 1754
2016
Q3
$6K Buy
224
+183
+446% +$4.9K ﹤0.01% 1221
2016
Q2
$1K Sell
41
-11
-21% -$268 ﹤0.01% 1709
2016
Q1
$2K Sell
52
-100
-66% -$3.85K ﹤0.01% 1373
2015
Q4
$8K Buy
152
+111
+271% +$5.84K 0.01% 877
2015
Q3
$2K Hold
41
﹤0.01% 977
2015
Q2
$3K Buy
+41
New +$3K ﹤0.01% 921