Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,929
Closed -$55.1K 2616
2025
Q1
$55.1K Buy
1,929
+1,135
+143% +$32.4K ﹤0.01% 1681
2024
Q4
$25.6K Sell
794
-350
-31% -$11.3K ﹤0.01% 1766
2024
Q3
$39.9K Hold
1,144
﹤0.01% 1565
2024
Q2
$32.7K Hold
1,144
﹤0.01% 1625
2024
Q1
$33.2K Sell
1,144
-209
-15% -$6.07K ﹤0.01% 1611
2023
Q4
$44.6K Buy
1,353
+65
+5% +$2.14K ﹤0.01% 1448
2023
Q3
$33K Hold
1,288
﹤0.01% 1466
2023
Q2
$34.2K Buy
1,288
+107
+9% +$2.84K ﹤0.01% 1434
2023
Q1
$35.6K Sell
1,181
-1,106
-48% -$33.3K ﹤0.01% 1416
2022
Q4
$76.7K Buy
2,287
+149
+7% +$5K 0.01% 921
2022
Q3
$64K Buy
2,138
+147
+7% +$4.4K 0.01% 905
2022
Q2
$60K Buy
1,991
+54
+3% +$1.63K 0.01% 814
2022
Q1
$64K Hold
1,937
0.01% 840
2021
Q4
$65K Buy
1,937
+1,921
+12,006% +$64.5K 0.01% 818
2021
Q3
$1K Buy
+16
New +$1K ﹤0.01% 2407
2020
Q4
Sell
-35
Closed -$1K 2383
2020
Q3
$1K Sell
35
-127
-78% -$3.63K ﹤0.01% 2082
2020
Q2
$4K Sell
162
-63
-28% -$1.56K ﹤0.01% 1759
2020
Q1
$6K Buy
225
+71
+46% +$1.89K ﹤0.01% 1609
2019
Q4
$4K Hold
154
﹤0.01% 2146
2019
Q3
$4K Hold
154
﹤0.01% 1984
2019
Q2
$4K Hold
154
﹤0.01% 2035
2019
Q1
$3K Hold
154
﹤0.01% 2006
2018
Q4
$3K Buy
154
+69
+81% +$1.34K ﹤0.01% 1827
2018
Q3
$2K Hold
85
﹤0.01% 1920
2018
Q2
$2K Buy
85
+33
+63% +$776 ﹤0.01% 1929
2018
Q1
$1K Hold
52
﹤0.01% 2062
2017
Q4
$1K Hold
52
﹤0.01% 2011
2017
Q3
$1K Hold
52
﹤0.01% 2025
2017
Q2
$1K Sell
52
-47
-47% -$904 ﹤0.01% 1770
2017
Q1
$2K Buy
99
+47
+90% +$949 ﹤0.01% 1668
2016
Q4
$1K Hold
52
﹤0.01% 1830
2016
Q3
$1K Hold
52
﹤0.01% 1815
2016
Q2
$1K Buy
+52
New +$1K ﹤0.01% 1791