Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.1K Buy
603
+63
+12% +$6.49K ﹤0.01% 1469
2025
Q1
$47.2K Sell
540
-14
-3% -$1.22K ﹤0.01% 1594
2024
Q4
$55.5K Sell
554
-154
-22% -$15.4K ﹤0.01% 1528
2024
Q3
$60.2K Hold
708
﹤0.01% 1476
2024
Q2
$58.1K Sell
708
-240
-25% -$19.7K ﹤0.01% 1435
2024
Q1
$65.5K Hold
948
﹤0.01% 1409
2023
Q4
$49.5K Buy
948
+99
+12% +$5.17K ﹤0.01% 1469
2023
Q3
$35.6K Buy
849
+18
+2% +$755 ﹤0.01% 1565
2023
Q2
$33.8K Buy
831
+186
+29% +$7.57K ﹤0.01% 1631
2023
Q1
$14.3K Sell
645
-84
-12% -$1.86K ﹤0.01% 2056
2022
Q4
$12K Buy
+729
New +$12K ﹤0.01% 2057
2022
Q3
Sell
-197
Closed -$4K 3326
2022
Q2
$4K Sell
197
-8
-4% -$162 ﹤0.01% 2540
2022
Q1
$6K Buy
+205
New +$6K ﹤0.01% 2420
2021
Q4
Sell
-41
Closed -$2K 3255
2021
Q3
$2K Buy
+41
New +$2K ﹤0.01% 2696
2020
Q2
Sell
-110
Closed -$3K 2630
2020
Q1
$3K Buy
110
+96
+686% +$2.62K ﹤0.01% 1854
2019
Q4
$1K Hold
14
﹤0.01% 2090
2019
Q3
$1K Hold
14
﹤0.01% 2004
2019
Q2
$1K Hold
14
﹤0.01% 1939
2019
Q1
$1K Hold
14
﹤0.01% 1895
2018
Q4
$1K Hold
14
﹤0.01% 1855
2018
Q3
$1K Hold
14
﹤0.01% 1832
2018
Q2
$1K Sell
14
-27
-66% -$1.93K ﹤0.01% 1847
2018
Q1
$2K Buy
+41
New +$2K ﹤0.01% 1578
2016
Q1
Sell
-27
Closed -$1K 1440
2015
Q4
$1K Buy
+27
New +$1K ﹤0.01% 1215