Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5K Buy
444
+78
+21% +$6.76K ﹤0.01% 1720
2025
Q1
$28.2K Buy
366
+30
+9% +$2.31K ﹤0.01% 1873
2024
Q4
$32.5K Buy
336
+4
+1% +$387 ﹤0.01% 1797
2024
Q3
$31.5K Buy
332
+68
+26% +$6.44K ﹤0.01% 1821
2024
Q2
$22K Hold
264
﹤0.01% 1914
2024
Q1
$22.7K Hold
264
﹤0.01% 1940
2023
Q4
$21.8K Hold
264
﹤0.01% 1876
2023
Q3
$19K Sell
264
-12
-4% -$863 ﹤0.01% 1871
2023
Q2
$20.9K Buy
276
+12
+5% +$909 ﹤0.01% 1858
2023
Q1
$16.7K Hold
264
﹤0.01% 1964
2022
Q4
$14.3K Sell
264
-5
-2% -$272 ﹤0.01% 1958
2022
Q3
$15K Sell
269
-68
-20% -$3.79K ﹤0.01% 1873
2022
Q2
$16K Buy
337
+4
+1% +$190 ﹤0.01% 1869
2022
Q1
$19K Buy
333
+73
+28% +$4.17K ﹤0.01% 1839
2021
Q4
$14K Buy
260
+62
+31% +$3.34K ﹤0.01% 1933
2021
Q3
$10K Hold
198
﹤0.01% 2042
2021
Q2
$12K Sell
198
-38
-16% -$2.3K ﹤0.01% 1906
2021
Q1
$15K Sell
236
-21
-8% -$1.34K ﹤0.01% 1671
2020
Q4
$14K Sell
257
-18
-7% -$981 ﹤0.01% 1562
2020
Q3
$12K Buy
275
+22
+9% +$960 ﹤0.01% 1558
2020
Q2
$11K Sell
253
-21
-8% -$913 ﹤0.01% 1520
2020
Q1
$11K Buy
274
+10
+4% +$401 ﹤0.01% 1421
2019
Q4
$12K Hold
264
﹤0.01% 1402
2019
Q3
$9K Buy
264
+37
+16% +$1.26K ﹤0.01% 1458
2019
Q2
$9K Buy
227
+28
+14% +$1.11K ﹤0.01% 1428
2019
Q1
$6K Sell
199
-1
-0.5% -$30 ﹤0.01% 1529
2018
Q4
$6K Buy
+200
New +$6K ﹤0.01% 1479