Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8K Sell
111
-552
-83% -$93.3K ﹤0.01% 2073
2025
Q1
$50.3K Sell
663
-273
-29% -$20.7K ﹤0.01% 1557
2024
Q4
$75.5K Buy
936
+226
+32% +$18.2K ﹤0.01% 1365
2024
Q3
$62.2K Sell
710
-4
-0.6% -$350 ﹤0.01% 1454
2024
Q2
$74.6K Buy
714
+459
+180% +$48K ﹤0.01% 1304
2024
Q1
$31.2K Buy
255
+190
+292% +$23.3K ﹤0.01% 1775
2023
Q4
$11.5K Sell
65
-4
-6% -$709 ﹤0.01% 2196
2023
Q3
$12.4K Buy
69
+9
+15% +$1.62K ﹤0.01% 2085
2023
Q2
$13.7K Sell
60
-14
-19% -$3.2K ﹤0.01% 2083
2023
Q1
$14.4K Buy
74
+37
+100% +$7.21K ﹤0.01% 2051
2022
Q4
$6.07K Sell
37
-315
-89% -$51.6K ﹤0.01% 2376
2022
Q3
$52K Buy
352
+217
+161% +$32.1K ﹤0.01% 1246
2022
Q2
$20K Sell
135
-21
-13% -$3.11K ﹤0.01% 1764
2022
Q1
$41K Buy
156
+22
+16% +$5.78K ﹤0.01% 1467
2021
Q4
$28K Buy
134
+7
+6% +$1.46K ﹤0.01% 1611
2021
Q3
$15K Buy
127
+53
+72% +$6.26K ﹤0.01% 1870
2021
Q2
$6K Buy
74
+24
+48% +$1.95K ﹤0.01% 2181
2021
Q1
$4K Buy
+50
New +$4K ﹤0.01% 2206
2020
Q1
Sell
-71
Closed -$2K 2279
2019
Q4
$2K Hold
71
﹤0.01% 1853
2019
Q3
$2K Hold
71
﹤0.01% 1788
2019
Q2
$2K Hold
71
﹤0.01% 1740
2019
Q1
$2K Hold
71
﹤0.01% 1753
2018
Q4
$2K Hold
71
﹤0.01% 1700
2018
Q3
$2K Hold
71
﹤0.01% 1674
2018
Q2
$2K Buy
+71
New +$2K ﹤0.01% 1701
2014
Q3
Sell
-75
Closed -$4K 718
2014
Q2
$4K Buy
+75
New +$4K ﹤0.01% 618