Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
576
-112
-16% -$21.7K ﹤0.01% 785
2025
Q1
$123K Buy
688
+103
+18% +$18.4K ﹤0.01% 702
2024
Q4
$110K Sell
585
-4
-0.7% -$752 ﹤0.01% 675
2024
Q3
$105K Buy
589
+118
+25% +$21K ﹤0.01% 692
2024
Q2
$71.3K Buy
471
+261
+124% +$39.5K ﹤0.01% 759
2024
Q1
$30.5K Buy
210
+3
+1% +$436 ﹤0.01% 951
2023
Q4
$28.4K Sell
207
-10
-5% -$1.37K ﹤0.01% 964
2023
Q3
$27.4K Buy
217
+30
+16% +$3.79K ﹤0.01% 987
2023
Q2
$23.1K Sell
187
-112
-37% -$13.9K ﹤0.01% 1063
2023
Q1
$35.8K Sell
299
-15
-5% -$1.79K ﹤0.01% 924
2022
Q4
$45K Hold
314
﹤0.01% 875
2022
Q3
$55K Sell
314
-9
-3% -$1.58K ﹤0.01% 844
2022
Q2
$52K Buy
323
+24
+8% +$3.86K ﹤0.01% 914
2022
Q1
$50K Sell
299
-21
-7% -$3.51K ﹤0.01% 968
2021
Q4
$49K Buy
+320
New +$49K ﹤0.01% 1004
2020
Q1
Sell
-2,124
Closed -$361K 354
2019
Q4
$361K Hold
2,124
0.01% 295
2019
Q3
$336 Sell
2,124
-3
-0.1% 0.01% 310
2019
Q2
$362 Buy
2,127
+3
+0.1% +$1 0.01% 290
2019
Q1
$334K Buy
2,124
+83
+4% +$13.1K 0.01% 292
2018
Q4
$292 Buy
2,041
+192
+10% +$27 0.01% 279
2018
Q3
$304K Buy
1,849
+185
+11% +$30.4K 0.01% 289
2018
Q2
$283K Buy
1,664
+57
+4% +$9.69K 0.01% 289
2018
Q1
$296K Hold
1,607
0.01% 287
2017
Q4
$275K Hold
1,607
0.01% 292
2017
Q3
$259K Hold
1,607
0.01% 289
2017
Q2
$260K Buy
+1,607
New +$260K 0.01% 290