Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.6K Sell
1,430
-8
-0.6% -$384 ﹤0.01% 1417
2025
Q1
$71.6K Buy
1,438
+440
+44% +$21.9K ﹤0.01% 1385
2024
Q4
$57.8K Buy
998
+50
+5% +$2.9K ﹤0.01% 1499
2024
Q3
$61.7K Buy
948
+24
+3% +$1.56K ﹤0.01% 1462
2024
Q2
$59.3K Buy
924
+58
+7% +$3.72K ﹤0.01% 1425
2024
Q1
$55.1K Sell
866
-26
-3% -$1.66K ﹤0.01% 1494
2023
Q4
$49.4K Buy
892
+99
+12% +$5.49K ﹤0.01% 1470
2023
Q3
$46.7K Buy
793
+2
+0.3% +$118 ﹤0.01% 1420
2023
Q2
$51.5K Buy
791
+19
+2% +$1.24K ﹤0.01% 1411
2023
Q1
$42.5K Sell
772
-1
-0.1% -$55 ﹤0.01% 1474
2022
Q4
$40.8K Buy
773
+5
+0.7% +$264 ﹤0.01% 1455
2022
Q3
$33K Sell
768
-21
-3% -$902 ﹤0.01% 1489
2022
Q2
$38K Sell
789
-13
-2% -$626 ﹤0.01% 1433
2022
Q1
$44K Buy
802
+58
+8% +$3.18K ﹤0.01% 1436
2021
Q4
$35K Hold
744
﹤0.01% 1507
2021
Q3
$29K Buy
744
+26
+4% +$1.01K ﹤0.01% 1574
2021
Q2
$27K Hold
718
﹤0.01% 1595
2021
Q1
$28K Hold
718
﹤0.01% 1429
2020
Q4
$22K Hold
718
﹤0.01% 1422
2020
Q3
$16K Hold
718
﹤0.01% 1459
2020
Q2
$16K Sell
718
-98
-12% -$2.18K ﹤0.01% 1405
2020
Q1
$17K Buy
816
+98
+14% +$2.04K ﹤0.01% 1296
2019
Q4
$22K Hold
718
﹤0.01% 1244
2019
Q3
$18K Hold
718
﹤0.01% 1254
2019
Q2
$18K Sell
718
-241
-25% -$6.04K ﹤0.01% 1235
2019
Q1
$18K Hold
959
﹤0.01% 1221
2018
Q4
$15K Buy
+959
New +$15K ﹤0.01% 1235
2016
Q4
Sell
-78
Closed -$1K 747
2016
Q3
$1K Hold
78
﹤0.01% 1517
2016
Q2
$1K Hold
78
﹤0.01% 1336
2016
Q1
$1K Buy
+78
New +$1K ﹤0.01% 1284