Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43K Hold
43
﹤0.01% 725
2025
Q1
$4.63K Hold
43
﹤0.01% 758
2024
Q4
$5.64K Hold
43
﹤0.01% 683
2024
Q3
$4.62K Buy
+43
New +$4.62K ﹤0.01% 697
2024
Q1
Sell
-73
Closed -$6.39K 893
2023
Q4
$6.39K Hold
73
﹤0.01% 566
2023
Q3
$5.45K Hold
73
﹤0.01% 506
2023
Q2
$4.31K Buy
+73
New +$4.31K ﹤0.01% 540
2023
Q1
Sell
-73
Closed -$2.43K 954
2022
Q4
$2.43K Sell
73
-50
-41% -$1.66K ﹤0.01% 686
2022
Q3
$3K Hold
123
﹤0.01% 532
2022
Q2
$4K Buy
+123
New +$4K ﹤0.01% 515
2022
Q1
Sell
-123
Closed -$6K 563
2021
Q4
$6K Hold
123
﹤0.01% 469
2021
Q3
$6K Sell
123
-88
-42% -$4.29K ﹤0.01% 440
2021
Q2
$10K Hold
211
0.01% 393
2021
Q1
$9K Hold
211
0.01% 457
2020
Q4
$8K Buy
+211
New +$8K 0.01% 461
2020
Q3
Sell
-454
Closed -$12K 568
2020
Q2
$12K Sell
454
-223
-33% -$5.89K 0.01% 364
2020
Q1
$11K Buy
+677
New +$11K 0.01% 339
2019
Q4
Sell
-7,894
Closed -$195K 612
2019
Q3
$195K Sell
7,894
-372
-5% -$9.19K 0.13% 130
2019
Q2
$165K Buy
8,266
+2,347
+40% +$46.8K 0.11% 150
2019
Q1
$110K Buy
+5,919
New +$110K 0.08% 153
2018
Q3
$290K Buy
7,347
+69
+0.9% +$2.72K 0.14% 142
2018
Q2
$252K Buy
+7,278
New +$252K 0.16% 144