Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.4K Buy
4,606
+28
+0.6% +$130 ﹤0.01% 977
2025
Q1
$25K Buy
4,578
+266
+6% +$1.46K ﹤0.01% 914
2024
Q4
$30K Buy
4,312
+1,084
+34% +$7.55K ﹤0.01% 912
2024
Q3
$30.3K Buy
3,228
+983
+44% +$9.23K ﹤0.01% 919
2024
Q2
$22.5K Buy
2,245
+979
+77% +$9.81K ﹤0.01% 934
2024
Q1
$15.1K Buy
1,266
+682
+117% +$8.16K ﹤0.01% 987
2023
Q4
$7.25K Buy
584
+68
+13% +$845 ﹤0.01% 1086
2023
Q3
$5.66K Buy
516
+34
+7% +$373 ﹤0.01% 1103
2023
Q2
$5.92K Buy
482
+215
+81% +$2.64K ﹤0.01% 1113
2023
Q1
$3.22K Buy
267
+37
+16% +$446 ﹤0.01% 1133
2022
Q4
$1.97K Hold
230
﹤0.01% 1116
2022
Q3
$1.45K Hold
230
﹤0.01% 1135
2022
Q2
$1.84K Buy
+230
New +$1.84K ﹤0.01% 1138
2021
Q4
Sell
-172
Closed -$1.35K 1186
2021
Q3
$1.35K Hold
172
﹤0.01% 1067
2021
Q2
$1.61K Hold
172
﹤0.01% 1054
2021
Q1
$1.55K Hold
172
﹤0.01% 1020
2020
Q4
$1.21K Sell
172
-1,624
-90% -$11.4K ﹤0.01% 995
2020
Q3
$4.85K Sell
1,796
-2,520
-58% -$6.8K ﹤0.01% 846
2020
Q2
$19.3K Sell
4,316
-264
-6% -$1.18K ﹤0.01% 734
2020
Q1
$23.6K Sell
4,580
-463
-9% -$2.39K ﹤0.01% 673
2019
Q4
$56.7K Buy
+5,043
New +$56.7K ﹤0.01% 590