Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.8K Buy
707
+123
+21% +$13.9K ﹤0.01% 1340
2025
Q1
$54.2K Buy
584
+31
+6% +$2.88K ﹤0.01% 1519
2024
Q4
$59.1K Buy
553
+22
+4% +$2.35K ﹤0.01% 1488
2024
Q3
$54.8K Sell
531
-54
-9% -$5.58K ﹤0.01% 1521
2024
Q2
$51.6K Sell
585
-122
-17% -$10.8K ﹤0.01% 1494
2024
Q1
$69.3K Sell
707
-206
-23% -$20.2K ﹤0.01% 1381
2023
Q4
$84.4K Buy
913
+64
+8% +$5.92K ﹤0.01% 1200
2023
Q3
$70.5K Buy
849
+310
+58% +$25.7K ﹤0.01% 1226
2023
Q2
$45.6K Sell
539
-290
-35% -$24.6K ﹤0.01% 1485
2023
Q1
$69.9K Buy
829
+581
+234% +$49K ﹤0.01% 1222
2022
Q4
$21.1K Buy
248
+100
+68% +$8.49K ﹤0.01% 1776
2022
Q3
$10K Sell
148
-54
-27% -$3.65K ﹤0.01% 2057
2022
Q2
$13K Sell
202
-153
-43% -$9.85K ﹤0.01% 1969
2022
Q1
$27K Buy
355
+184
+108% +$14K ﹤0.01% 1676
2021
Q4
$13K Hold
171
﹤0.01% 1966
2021
Q3
$11K Buy
171
+97
+131% +$6.24K ﹤0.01% 2000
2021
Q2
$5K Buy
74
+44
+147% +$2.97K ﹤0.01% 2243
2021
Q1
$2K Hold
30
﹤0.01% 2417
2020
Q4
$1K Sell
30
-39
-57% -$1.3K ﹤0.01% 2360
2020
Q3
$3K Buy
69
+39
+130% +$1.7K ﹤0.01% 2028
2020
Q2
$1K Hold
30
﹤0.01% 2238
2020
Q1
$1K Hold
30
﹤0.01% 2045
2019
Q4
$1K Hold
30
﹤0.01% 1973
2019
Q3
$1K Hold
30
﹤0.01% 1904
2019
Q2
$1K Hold
30
﹤0.01% 1829
2019
Q1
$1K Sell
30
-18
-38% -$600 ﹤0.01% 1831
2018
Q4
$1K Sell
48
-121
-72% -$2.52K ﹤0.01% 1783
2018
Q3
$6K Sell
169
-43
-20% -$1.53K ﹤0.01% 1487
2018
Q2
$7K Buy
212
+43
+25% +$1.42K ﹤0.01% 1463
2018
Q1
$6K Buy
+169
New +$6K ﹤0.01% 1338
2016
Q4
Sell
-51
Closed -$2K 241
2016
Q3
$2K Hold
51
﹤0.01% 1394
2016
Q2
$2K Buy
+51
New +$2K ﹤0.01% 1208