Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.7K Sell
7,298
-1,922
-21% -$6.25K ﹤0.01% 7017
2025
Q1
$40.8K Buy
+9,220
New +$40.8K ﹤0.01% 6439
2024
Q3
Sell
-8,461
Closed -$41.5K 8610
2024
Q2
$41.5K Buy
8,461
+8,424
+22,768% +$41.3K ﹤0.01% 5689
2024
Q1
$231 Buy
+37
New +$231 ﹤0.01% 7531
2023
Q3
Sell
-313
Closed -$2.19K 8571
2023
Q2
$2.19K Buy
313
+213
+213% +$1.49K ﹤0.01% 6715
2023
Q1
$530 Sell
100
-949
-90% -$5.03K ﹤0.01% 7884
2022
Q4
$8.07K Buy
1,049
+549
+110% +$4.22K ﹤0.01% 7628
2022
Q3
$3K Buy
+500
New +$3K ﹤0.01% 8456
2021
Q2
Sell
-761
Closed -$10K 8470
2021
Q1
$10K Buy
761
+686
+915% +$9.01K ﹤0.01% 6904
2020
Q4
$1K Sell
75
-3,292
-98% -$43.9K ﹤0.01% 7203
2020
Q3
$6K Buy
+3,367
New +$6K ﹤0.01% 6344
2020
Q2
Sell
-3,574
Closed -$2K 7233
2020
Q1
$2K Buy
3,574
+1,845
+107% +$1.03K ﹤0.01% 6700
2019
Q4
$3K Buy
1,729
+523
+43% +$907 ﹤0.01% 6674
2019
Q3
$2K Buy
1,206
+100
+9% +$166 ﹤0.01% 6768
2019
Q2
$3K Buy
+1,106
New +$3K ﹤0.01% 6656
2018
Q4
Sell
-742
Closed -$5K 7169
2018
Q3
$5K Sell
742
-281
-27% -$1.89K ﹤0.01% 6574
2018
Q2
$8K Buy
+1,023
New +$8K ﹤0.01% 6339
2017
Q2
Sell
-56
Closed -$1K 6795
2017
Q1
$1K Buy
56
+49
+700% +$875 ﹤0.01% 6502
2016
Q4
$0 Sell
7
-93
-93% ﹤0.01% 6848
2016
Q3
$1K Buy
+100
New +$1K ﹤0.01% 6577
2016
Q2
Sell
-1,949
Closed -$14K 6877
2016
Q1
$14K Buy
1,949
+1,802
+1,226% +$12.9K ﹤0.01% 5609
2015
Q4
$1K Buy
+147
New +$1K ﹤0.01% 6713
2015
Q3
Sell
-46
Closed 6910
2015
Q2
$0 Sell
46
-647
-93% ﹤0.01% 6846
2015
Q1
$6K Buy
693
+468
+208% +$4.05K ﹤0.01% 6118
2014
Q4
$2K Buy
+225
New +$2K ﹤0.01% 6605