Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.9K Buy
381
+206
+118% +$17.8K ﹤0.01% 1807
2025
Q1
$9.11K Buy
175
+5
+3% +$260 ﹤0.01% 2379
2024
Q4
$9.36K Sell
170
-66
-28% -$3.63K ﹤0.01% 2379
2024
Q3
$15.8K Buy
236
+66
+39% +$4.42K ﹤0.01% 2148
2024
Q2
$9.43K Buy
170
+10
+6% +$555 ﹤0.01% 2283
2024
Q1
$8.19K Hold
160
﹤0.01% 2369
2023
Q4
$7.28K Hold
160
﹤0.01% 2381
2023
Q3
$6.58K Hold
160
﹤0.01% 2382
2023
Q2
$7.08K Sell
160
-3
-2% -$133 ﹤0.01% 2383
2023
Q1
$6.43K Sell
163
-86
-35% -$3.39K ﹤0.01% 2403
2022
Q4
$7.44K Buy
249
+11
+5% +$328 ﹤0.01% 2274
2022
Q3
$6K Buy
238
+152
+177% +$3.83K ﹤0.01% 2304
2022
Q2
$2K Hold
86
﹤0.01% 2699
2022
Q1
$2K Hold
86
﹤0.01% 2761
2021
Q4
$1K Hold
86
﹤0.01% 2865
2021
Q3
$1K Hold
86
﹤0.01% 2763
2021
Q2
$2K Hold
86
﹤0.01% 2527
2021
Q1
$2K Hold
86
﹤0.01% 2429
2020
Q4
$1K Buy
+86
New +$1K ﹤0.01% 2374
2020
Q3
Sell
-55
Closed -$1K 2580
2020
Q2
$1K Sell
55
-746
-93% -$13.6K ﹤0.01% 2245
2020
Q1
$7K Buy
801
+172
+27% +$1.5K ﹤0.01% 1568
2019
Q4
$13K Sell
629
-5
-0.8% -$103 ﹤0.01% 1385
2019
Q3
$13K Sell
634
-66
-9% -$1.35K ﹤0.01% 1351
2019
Q2
$18K Sell
700
-148
-17% -$3.81K ﹤0.01% 1230
2019
Q1
$22K Hold
848
﹤0.01% 1147
2018
Q4
$18K Buy
848
+270
+47% +$5.73K ﹤0.01% 1171
2018
Q3
$17K Hold
578
﹤0.01% 1212
2018
Q2
$15K Sell
578
-1,749
-75% -$45.4K ﹤0.01% 1250
2018
Q1
$55K Buy
+2,327
New +$55K 0.01% 700
2016
Q4
Sell
-529
Closed -$10K 307
2016
Q3
$10K Hold
529
﹤0.01% 1008
2016
Q2
$7K Sell
529
-95
-15% -$1.26K ﹤0.01% 995
2016
Q1
$10K Buy
624
+399
+177% +$6.39K ﹤0.01% 835
2015
Q4
$3K Buy
+225
New +$3K ﹤0.01% 991