Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.2K Buy
646
+57
+10% +$5.58K ﹤0.01% 1463
2025
Q1
$44.9K Buy
589
+34
+6% +$2.59K ﹤0.01% 1625
2024
Q4
$42K Buy
555
+12
+2% +$908 ﹤0.01% 1672
2024
Q3
$37.2K Sell
543
-12
-2% -$821 ﹤0.01% 1737
2024
Q2
$36.8K Buy
555
+116
+26% +$7.69K ﹤0.01% 1661
2024
Q1
$27.3K Sell
439
-14
-3% -$871 ﹤0.01% 1840
2023
Q4
$23.3K Buy
453
+75
+20% +$3.85K ﹤0.01% 1850
2023
Q3
$20.5K Buy
378
+21
+6% +$1.14K ﹤0.01% 1835
2023
Q2
$21.5K Hold
357
﹤0.01% 1843
2023
Q1
$21.8K Sell
357
-13
-4% -$793 ﹤0.01% 1821
2022
Q4
$21.2K Sell
370
-6
-2% -$344 ﹤0.01% 1774
2022
Q3
$17K Buy
376
+48
+15% +$2.17K ﹤0.01% 1831
2022
Q2
$13K Buy
328
+194
+145% +$7.69K ﹤0.01% 1998
2022
Q1
$5K Sell
134
-40
-23% -$1.49K ﹤0.01% 2499
2021
Q4
$7K Hold
174
﹤0.01% 2280
2021
Q3
$7K Buy
174
+16
+10% +$644 ﹤0.01% 2246
2021
Q2
$6K Buy
158
+30
+23% +$1.14K ﹤0.01% 2222
2021
Q1
$5K Hold
128
﹤0.01% 2160
2020
Q4
$4K Hold
128
﹤0.01% 2050
2020
Q3
$3K Hold
128
﹤0.01% 2107
2020
Q2
$3K Hold
128
﹤0.01% 2003
2020
Q1
$3K Sell
128
-18
-12% -$422 ﹤0.01% 1850
2019
Q4
$5K Hold
146
﹤0.01% 1642
2019
Q3
$5K Buy
+146
New +$5K ﹤0.01% 1615