Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.6K Sell
2,122
-1,191
-36% -$49.7K 0.01% 723
2025
Q1
$140K Buy
3,313
+3,294
+17,337% +$139K 0.02% 522
2024
Q4
$924 Hold
19
﹤0.01% 2214
2024
Q3
$1.25K Sell
19
-14
-42% -$923 ﹤0.01% 1692
2024
Q2
$1.9K Sell
33
-68
-67% -$3.91K ﹤0.01% 1522
2024
Q1
$6.43K Buy
101
+34
+51% +$2.17K ﹤0.01% 934
2023
Q4
$4.22K Buy
67
+12
+22% +$757 ﹤0.01% 1025
2023
Q3
$3.68K Sell
55
-160
-74% -$10.7K ﹤0.01% 1085
2023
Q2
$22.4K Hold
215
0.01% 474
2023
Q1
$26.3K Buy
215
+54
+34% +$6.59K 0.01% 408
2022
Q4
$20.1K Hold
161
0.01% 445
2022
Q3
$17K Hold
161
0.01% 467
2022
Q2
$17K Hold
161
0.01% 473
2022
Q1
$21K Hold
161
0.01% 457
2021
Q4
$18K Hold
161
0.01% 533
2021
Q3
$15K Sell
161
-26
-14% -$2.42K 0.01% 571
2021
Q2
$20K Hold
187
0.01% 482
2021
Q1
$21K Hold
187
0.01% 534
2020
Q4
$21K Hold
187
0.01% 492
2020
Q3
$19K Hold
187
0.01% 442
2020
Q2
$18K Sell
187
-3
-2% -$289 0.01% 454
2020
Q1
$15K Buy
190
+140
+280% +$11.1K 0.01% 457
2019
Q4
$4K Hold
50
﹤0.01% 990
2019
Q3
$4K Hold
50
﹤0.01% 1009
2019
Q2
$4K Sell
50
-36
-42% -$2.88K ﹤0.01% 1020
2019
Q1
$6K Sell
86
-13
-13% -$907 ﹤0.01% 1047
2018
Q4
$6K Hold
99
﹤0.01% 964
2018
Q3
$7K Hold
99
﹤0.01% 985
2018
Q2
$7K Hold
99
﹤0.01% 990
2018
Q1
$6K Hold
99
﹤0.01% 1023
2017
Q4
$8K Hold
99
﹤0.01% 968
2017
Q3
$7K Sell
99
-4
-4% -$283 ﹤0.01% 960
2017
Q2
$6K Hold
103
﹤0.01% 1007
2017
Q1
$6K Hold
103
﹤0.01% 985
2016
Q4
$5K Sell
103
-19
-16% -$922 ﹤0.01% 1014
2016
Q3
$5K Buy
122
+7
+6% +$287 ﹤0.01% 981
2016
Q2
$4K Sell
115
-69
-38% -$2.4K ﹤0.01% 1011
2016
Q1
$6K Sell
184
-137
-43% -$4.47K ﹤0.01% 905
2015
Q4
$10K Buy
+321
New +$10K 0.01% 731