Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.1K Buy
188
+21
+13% +$7.49K ﹤0.01% 885
2025
Q1
$66.6K Buy
167
+1
+0.6% +$399 ﹤0.01% 837
2024
Q4
$59.6K Sell
166
-28
-14% -$10.1K 0.01% 824
2024
Q3
$67.1K Buy
194
+6
+3% +$2.08K 0.01% 810
2024
Q2
$55.2K Buy
188
+9
+5% +$2.64K 0.01% 790
2024
Q1
$59.7K Buy
179
+19
+12% +$6.34K 0.01% 758
2023
Q4
$46.6K Buy
160
+2
+1% +$582 ﹤0.01% 823
2023
Q3
$51.2K Sell
158
-47
-23% -$15.2K ﹤0.01% 780
2023
Q2
$70.8K Sell
205
-42
-17% -$14.5K 0.01% 731
2023
Q1
$77.9K Buy
247
+11
+5% +$3.47K 0.01% 686
2022
Q4
$70.8K Buy
236
+27
+13% +$8.1K 0.01% 705
2022
Q3
$56K Buy
209
+5
+2% +$1.34K 0.01% 809
2022
Q2
$55K Buy
204
+34
+20% +$9.17K 0.01% 833
2022
Q1
$55K Buy
170
+10
+6% +$3.24K ﹤0.01% 929
2021
Q4
$48K Buy
160
+9
+6% +$2.7K ﹤0.01% 1015
2021
Q3
$43K Buy
+151
New +$43K ﹤0.01% 1042
2020
Q4
Sell
-51
Closed -$10K 1645
2020
Q3
$10K Sell
51
-37
-42% -$7.26K ﹤0.01% 1244
2020
Q2
$17K Sell
88
-311
-78% -$60.1K ﹤0.01% 1134
2020
Q1
$66K Sell
399
-62
-13% -$10.3K 0.01% 707
2019
Q4
$96K Sell
461
-331
-42% -$68.9K 0.01% 687
2019
Q3
$153K Buy
792
+582
+277% +$112K 0.01% 566
2019
Q2
$41K Buy
210
+74
+54% +$14.4K ﹤0.01% 858
2019
Q1
$23K Buy
136
+110
+423% +$18.6K ﹤0.01% 956
2018
Q4
$4K Hold
26
﹤0.01% 1256
2018
Q3
$4K Sell
26
-32
-55% -$4.92K ﹤0.01% 1296
2018
Q2
$8K Buy
+58
New +$8K ﹤0.01% 1185