Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52K Hold
12
﹤0.01% 1253
2025
Q1
$1.29K Hold
12
﹤0.01% 1258
2024
Q4
$1.57K Hold
12
﹤0.01% 1214
2024
Q3
$1.29K Sell
12
-1
-8% -$108 ﹤0.01% 1219
2024
Q2
$1.38K Sell
13
-8
-38% -$849 ﹤0.01% 1152
2024
Q1
$2.56K Sell
21
-492
-96% -$60K ﹤0.01% 1120
2023
Q4
$44.9K Hold
513
﹤0.01% 830
2023
Q3
$38.3K Sell
513
-90
-15% -$6.72K ﹤0.01% 814
2023
Q2
$35.6K Hold
603
﹤0.01% 852
2023
Q1
$19.2K Hold
603
﹤0.01% 954
2022
Q4
$20.1K Sell
603
-412
-41% -$13.7K ﹤0.01% 916
2022
Q3
$26.8K Sell
1,015
-10
-1% -$264 ﹤0.01% 853
2022
Q2
$29.3K Buy
1,025
+290
+39% +$8.3K ﹤0.01% 839
2022
Q1
$31.8K Buy
735
+311
+73% +$13.5K ﹤0.01% 859
2021
Q4
$19.5K Hold
424
﹤0.01% 858
2021
Q3
$20.1K Sell
424
-305
-42% -$14.4K ﹤0.01% 848
2021
Q2
$35.3K Sell
729
-35,321
-98% -$1.71M ﹤0.01% 785
2021
Q1
$1.54M Buy
36,050
+43
+0.1% +$1.83K 0.07% 273
2020
Q4
$1.48M Sell
36,007
-2,382
-6% -$98.2K 0.08% 258
2020
Q3
$1.12M Sell
38,389
-917
-2% -$26.9K 0.06% 273
2020
Q2
$1.05M Sell
39,306
-1,468
-4% -$39.2K 0.06% 274
2020
Q1
$687K Sell
40,774
-30,609
-43% -$516K 0.05% 280
2019
Q4
$1.97M Buy
+71,383
New +$1.97M 0.12% 179