Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4K Sell
25
-8
-24% -$4.61K ﹤0.01% 1355
2025
Q1
$18.7K Hold
33
﹤0.01% 1205
2024
Q4
$19.8K Sell
33
-14
-30% -$8.4K ﹤0.01% 1126
2024
Q3
$27.4K Buy
47
+3
+7% +$1.75K ﹤0.01% 1083
2024
Q2
$21.2K Sell
44
-9
-17% -$4.34K ﹤0.01% 1071
2024
Q1
$29.7K Buy
53
+23
+77% +$12.9K ﹤0.01% 972
2023
Q4
$17K Buy
30
+9
+43% +$5.09K ﹤0.01% 1143
2023
Q3
$10.8K Sell
21
-35
-63% -$18K ﹤0.01% 1227
2023
Q2
$26.3K Sell
56
-27
-33% -$12.7K ﹤0.01% 1000
2023
Q1
$46.5K Buy
83
+3
+4% +$1.68K ﹤0.01% 816
2022
Q4
$37.2K Buy
80
+12
+18% +$5.58K ﹤0.01% 870
2022
Q3
$29K Buy
68
+4
+6% +$1.71K ﹤0.01% 988
2022
Q2
$26K Buy
64
+41
+178% +$16.7K ﹤0.01% 1038
2022
Q1
$12K Sell
23
-26
-53% -$13.6K ﹤0.01% 1384
2021
Q4
$30K Buy
49
+26
+113% +$15.9K ﹤0.01% 1165
2021
Q3
$14K Buy
23
+4
+21% +$2.44K ﹤0.01% 1354
2021
Q2
$10K Hold
19
﹤0.01% 1402
2021
Q1
$8K Sell
19
-5
-21% -$2.11K ﹤0.01% 1406
2020
Q4
$11K Buy
24
+1
+4% +$458 ﹤0.01% 1254
2020
Q3
$8K Buy
+23
New +$8K ﹤0.01% 1320
2020
Q1
Sell
-100
Closed -$26K 1875
2019
Q4
$26K Hold
100
﹤0.01% 1102
2019
Q3
$22K Buy
100
+77
+335% +$16.9K ﹤0.01% 1155
2019
Q2
$5K Buy
+23
New +$5K ﹤0.01% 1391