Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.3K Sell
856
-94
-10% -$4.1K ﹤0.01% 1209
2025
Q1
$44.9K Buy
950
+574
+153% +$27.1K ﹤0.01% 1098
2024
Q4
$18.4K Buy
376
+224
+147% +$10.9K ﹤0.01% 1289
2024
Q3
$8.3K Sell
152
-240
-61% -$13.1K ﹤0.01% 1549
2024
Q2
$19.9K Sell
392
-535
-58% -$27.1K ﹤0.01% 1071
2024
Q1
$53.6K Buy
927
+28
+3% +$1.62K ﹤0.01% 821
2023
Q4
$50.2K Buy
899
+15
+2% +$838 ﹤0.01% 826
2023
Q3
$48K Hold
884
﹤0.01% 841
2023
Q2
$52.2K Hold
884
﹤0.01% 837
2023
Q1
$53.9K Buy
884
+30
+4% +$1.83K ﹤0.01% 819
2022
Q4
$52K Hold
854
﹤0.01% 837
2022
Q3
$49K Sell
854
-53
-6% -$3.04K ﹤0.01% 877
2022
Q2
$52K Sell
907
-26
-3% -$1.49K ﹤0.01% 915
2022
Q1
$59K Hold
933
﹤0.01% 923
2021
Q4
$54K Buy
+933
New +$54K ﹤0.01% 975
2020
Q1
Sell
-4,350
Closed -$268K 365
2019
Q4
$268K Buy
4,350
+369
+9% +$22.7K 0.01% 319
2019
Q3
$232 Buy
3,981
+608
+18% +$35 0.01% 351
2019
Q2
$220 Buy
3,373
+16
+0.5% +$1 0.01% 343
2019
Q1
$207K Sell
3,357
-477
-12% -$29.4K 0.01% 338
2018
Q4
$204 Hold
3,834
0.01% 317
2018
Q3
$213K Hold
3,834
0.01% 340
2018
Q2
$201K Buy
+3,834
New +$201K 0.01% 325
2018
Q1
Sell
-3,834
Closed -$204K 341
2017
Q4
$204K Buy
+3,834
New +$204K 0.01% 322