Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.7K Buy
12,526
+11,398
+1,010% +$12.4K ﹤0.01% 7374
2025
Q1
$768 Sell
1,128
-12,703
-92% -$8.65K ﹤0.01% 8345
2024
Q4
$16K Buy
+13,831
New +$16K ﹤0.01% 6784
2023
Q3
Sell
-13
Closed -$252 8602
2023
Q2
$252 Sell
13
-55
-81% -$1.07K ﹤0.01% 7264
2023
Q1
$1.47K Buy
+68
New +$1.47K ﹤0.01% 7629
2022
Q4
Sell
-74
Closed -$5K 9738
2022
Q3
$5K Buy
74
+63
+573% +$4.26K ﹤0.01% 8107
2022
Q2
$1K Buy
11
+9
+450% +$818 ﹤0.01% 8890
2022
Q1
$0 Sell
2
-162
-99% ﹤0.01% 9510
2021
Q4
$27K Buy
164
+156
+1,950% +$25.7K ﹤0.01% 6388
2021
Q3
$2K Buy
+8
New +$2K ﹤0.01% 7823
2021
Q1
Sell
-37
Closed -$4K 8154
2020
Q4
$4K Buy
+37
New +$4K ﹤0.01% 6891
2020
Q3
Hold
0
7316
2020
Q2
Hold
0
7254
2020
Q1
Sell
-131
Closed -$9K 7167
2019
Q4
$9K Buy
+131
New +$9K ﹤0.01% 6266
2019
Q3
Sell
-48
Closed -$7K 7122
2019
Q2
$7K Buy
48
+8
+20% +$1.17K ﹤0.01% 6369
2019
Q1
$6K Buy
40
+9
+29% +$1.35K ﹤0.01% 6253
2018
Q4
$4K Buy
31
+25
+417% +$3.23K ﹤0.01% 6705
2018
Q3
$4K Sell
6
-1
-14% -$667 ﹤0.01% 6654
2018
Q2
$9K Buy
7
+6
+600% +$7.71K ﹤0.01% 6271
2018
Q1
$1K Buy
+1
New +$1K ﹤0.01% 6751
2017
Q4
Sell
-6
Closed -$5K 6944
2017
Q3
$5K Buy
+6
New +$5K ﹤0.01% 6306
2017
Q2
Sell
-2
Closed -$3K 6806
2017
Q1
$3K Hold
2
﹤0.01% 6262
2016
Q4
$3K Buy
+2
New +$3K ﹤0.01% 6434
2016
Q2
Hold
0
-$2K 6888
2016
Q1
Sell
-1
Closed -$5K 6437
2015
Q4
$5K Hold
1
﹤0.01% 6324
2015
Q3
$16K Buy
+1
New +$16K ﹤0.01% 5623
2015
Q2
Hold
0
-$4K 6656
2015
Q1
Hold
0
-$6K 6272
2014
Q4
Hold
0
6264