Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.6K Sell
384
-34
-8% -$5.72K ﹤0.01% 1446
2025
Q1
$69.6K Sell
418
-5
-1% -$833 ﹤0.01% 1399
2024
Q4
$69.9K Buy
423
+20
+5% +$3.31K ﹤0.01% 1401
2024
Q3
$53.7K Sell
403
-20
-5% -$2.67K ﹤0.01% 1531
2024
Q2
$53.3K Sell
423
-21
-5% -$2.65K ﹤0.01% 1479
2024
Q1
$65.2K Buy
444
+43
+11% +$6.32K ﹤0.01% 1411
2023
Q4
$47K Sell
401
-23
-5% -$2.7K ﹤0.01% 1502
2023
Q3
$37.2K Sell
424
-540
-56% -$47.3K ﹤0.01% 1536
2023
Q2
$159K Sell
964
-65
-6% -$10.7K ﹤0.01% 842
2023
Q1
$190K Sell
1,029
-8
-0.8% -$1.48K 0.01% 743
2022
Q4
$153K Sell
1,037
-484
-32% -$71.6K ﹤0.01% 813
2022
Q3
$215K Sell
1,521
-54
-3% -$7.63K 0.01% 656
2022
Q2
$206K Sell
1,575
-96
-6% -$12.6K 0.01% 690
2022
Q1
$243K Buy
1,671
+918
+122% +$133K 0.01% 656
2021
Q4
$220K Buy
753
+43
+6% +$12.6K 0.01% 684
2021
Q3
$192K Buy
710
+202
+40% +$54.6K 0.01% 710
2021
Q2
$123K Sell
508
-37
-7% -$8.96K ﹤0.01% 854
2021
Q1
$125K Buy
545
+43
+9% +$9.86K 0.01% 778
2020
Q4
$135K Buy
502
+65
+15% +$17.5K 0.01% 664
2020
Q3
$103K Sell
437
-84
-16% -$19.8K 0.01% 692
2020
Q2
$119K Buy
521
+65
+14% +$14.8K 0.01% 629
2020
Q1
$81K Buy
456
+121
+36% +$21.5K 0.01% 716
2019
Q4
$53K Sell
335
-7
-2% -$1.11K ﹤0.01% 952
2019
Q3
$51K Buy
342
+15
+5% +$2.24K ﹤0.01% 908
2019
Q2
$49K Buy
327
+47
+17% +$7.04K ﹤0.01% 911
2019
Q1
$39K Buy
280
+27
+11% +$3.76K ﹤0.01% 953
2018
Q4
$27K Buy
253
+43
+20% +$4.59K ﹤0.01% 1043
2018
Q3
$26K Hold
210
﹤0.01% 1098
2018
Q2
$21K Buy
210
+41
+24% +$4.1K ﹤0.01% 1156
2018
Q1
$15K Buy
+169
New +$15K ﹤0.01% 1128
2015
Q3
Sell
-909
Closed -$35K 1304
2015
Q2
$35K Buy
+909
New +$35K 0.01% 376