Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
1,567
-68
-4% -$5.87K 0.02% 564
2025
Q1
$85.1K Buy
1,635
+453
+38% +$23.6K 0.01% 678
2024
Q4
$65.1K Buy
1,182
+176
+17% +$9.69K 0.01% 471
2024
Q3
$67.3K Sell
1,006
-24
-2% -$1.61K 0.02% 349
2024
Q2
$57.1K Sell
1,030
-21
-2% -$1.16K 0.01% 339
2024
Q1
$53.8K Hold
1,051
0.02% 270
2023
Q4
$47.8K Sell
1,051
-388
-27% -$17.6K 0.01% 291
2023
Q3
$59.2K Sell
1,439
-236
-14% -$9.71K 0.02% 243
2023
Q2
$74.1K Hold
1,675
0.02% 216
2023
Q1
$65.9K Sell
1,675
-20
-1% -$787 0.02% 216
2022
Q4
$50.6K Hold
1,695
0.02% 229
2022
Q3
$45K Sell
1,695
-19
-1% -$504 0.02% 234
2022
Q2
$39K Sell
1,714
-10
-0.6% -$228 0.01% 270
2022
Q1
$46K Sell
1,724
-117
-6% -$3.12K 0.01% 274
2021
Q4
$29K Buy
1,841
+24
+1% +$378 0.01% 373
2021
Q3
$30K Sell
1,817
-102
-5% -$1.68K 0.01% 346
2021
Q2
$40K Buy
1,919
+33
+2% +$688 0.01% 280
2021
Q1
$40K Buy
1,886
+162
+9% +$3.44K 0.01% 340
2020
Q4
$28K Buy
1,724
+17
+1% +$276 0.01% 393
2020
Q3
$14K Buy
+1,707
New +$14K 0.01% 529
2020
Q1
Sell
-10
Closed 1306
2019
Q4
$0 Hold
10
﹤0.01% 1350
2019
Q3
$0 Hold
10
﹤0.01% 1365
2019
Q2
$0 Sell
10
-11
-52% ﹤0.01% 1399
2019
Q1
$0 Hold
21
﹤0.01% 1552
2018
Q4
$0 Hold
21
﹤0.01% 1467
2018
Q3
$0 Hold
21
﹤0.01% 1511
2018
Q2
$0 Hold
21
﹤0.01% 1501
2018
Q1
$0 Hold
21
﹤0.01% 1479
2017
Q4
$0 Hold
21
﹤0.01% 1523
2017
Q3
$0 Hold
21
﹤0.01% 1439
2017
Q2
$0 Hold
21
﹤0.01% 1432
2017
Q1
$0 Hold
21
﹤0.01% 1428
2016
Q4
$0 Hold
21
﹤0.01% 1381
2016
Q3
$0 Buy
+21
New ﹤0.01% 1369
2016
Q1
Sell
-37
Closed 1333
2015
Q4
$0 Buy
+37
New ﹤0.01% 1340