Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.7K Buy
1,107
+262
+31% +$9.17K ﹤0.01% 849
2025
Q1
$32.1K Sell
845
-109
-11% -$4.14K ﹤0.01% 868
2024
Q4
$49K Buy
954
+109
+13% +$5.6K ﹤0.01% 759
2024
Q3
$43.2K Sell
845
-7
-0.8% -$358 ﹤0.01% 783
2024
Q2
$39K Buy
852
+5
+0.6% +$229 ﹤0.01% 758
2024
Q1
$40.1K Sell
847
-13
-2% -$616 ﹤0.01% 725
2023
Q4
$40.9K Sell
860
-27
-3% -$1.28K ﹤0.01% 709
2023
Q3
$39.5K Hold
887
﹤0.01% 687
2023
Q2
$46.4K Buy
887
+124
+16% +$6.48K ﹤0.01% 698
2023
Q1
$45.4K Hold
763
﹤0.01% 681
2022
Q4
$37.5K Hold
763
﹤0.01% 717
2022
Q3
$31K Buy
763
+125
+20% +$5.08K ﹤0.01% 746
2022
Q2
$32K Hold
638
﹤0.01% 746
2022
Q1
$42K Hold
638
﹤0.01% 700
2021
Q4
$48K Buy
638
+320
+101% +$24.1K ﹤0.01% 685
2021
Q3
$21K Buy
+318
New +$21K ﹤0.01% 826
2020
Q2
Sell
-134
Closed -$5K 999
2020
Q1
$5K Hold
134
﹤0.01% 872
2019
Q4
$9K Hold
134
﹤0.01% 865
2019
Q3
$8K Hold
134
﹤0.01% 862
2019
Q2
$8K Hold
134
﹤0.01% 863
2019
Q1
$7K Hold
134
﹤0.01% 886
2018
Q4
$7K Sell
134
-2,993
-96% -$156K ﹤0.01% 890
2018
Q3
$229K Sell
3,127
-421
-12% -$30.8K 0.02% 381
2018
Q2
$279K Hold
3,548
0.02% 342
2018
Q1
$282K Buy
+3,548
New +$282K 0.02% 339