Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.8K Sell
726
-9
-1% -$431 0.01% 1194
2025
Q1
$36.6K Buy
735
+133
+22% +$6.63K 0.01% 1006
2024
Q4
$34.9K Buy
602
+130
+28% +$7.53K 0.01% 735
2024
Q3
$30.7K Hold
472
0.01% 627
2024
Q2
$30.3K Hold
472
0.01% 567
2024
Q1
$30K Hold
472
0.01% 378
2023
Q4
$26.2K Hold
472
0.01% 400
2023
Q3
$27.8K Hold
472
0.01% 387
2023
Q2
$30.7K Hold
472
0.01% 385
2023
Q1
$26K Hold
472
0.01% 410
2022
Q4
$24.9K Buy
472
+136
+40% +$7.18K 0.01% 389
2022
Q3
$15K Hold
336
0.01% 511
2022
Q2
$16K Buy
+336
New +$16K 0.01% 499
2020
Q1
Sell
-37
Closed -$1K 1498
2019
Q4
$1K Hold
37
﹤0.01% 1243
2019
Q3
$0 Hold
37
﹤0.01% 1475
2019
Q2
$0 Sell
37
-34
-48% ﹤0.01% 1549
2019
Q1
$1K Hold
71
﹤0.01% 1450
2018
Q4
$1K Hold
71
﹤0.01% 1362
2018
Q3
$1K Hold
71
﹤0.01% 1413
2018
Q2
$1K Hold
71
﹤0.01% 1400
2018
Q1
$1K Hold
71
﹤0.01% 1382
2017
Q4
$1K Hold
71
﹤0.01% 1426
2017
Q3
$1K Hold
71
﹤0.01% 1346
2017
Q2
$1K Hold
71
﹤0.01% 1342
2017
Q1
$1K Hold
71
﹤0.01% 1342
2016
Q4
$1K Sell
71
-61
-46% -$859 ﹤0.01% 1298
2016
Q3
$1K Hold
132
﹤0.01% 1283
2016
Q2
$1K Hold
132
﹤0.01% 1253
2016
Q1
$2K Sell
132
-10
-7% -$152 ﹤0.01% 1133
2015
Q4
$2K Buy
+142
New +$2K ﹤0.01% 1135