Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.9K Buy
860
+234
+37% +$20.7K ﹤0.01% 1684
2025
Q1
$59.3K Sell
626
-265
-30% -$25.1K ﹤0.01% 1465
2024
Q4
$79.1K Buy
891
+8
+0.9% +$710 ﹤0.01% 1359
2024
Q3
$88.4K Buy
883
+38
+4% +$3.8K ﹤0.01% 1141
2024
Q2
$76.1K Buy
845
+293
+53% +$26.4K ﹤0.01% 1186
2024
Q1
$46K Buy
552
+40
+8% +$3.33K ﹤0.01% 1331
2023
Q4
$40K Sell
512
-37
-7% -$2.89K ﹤0.01% 1282
2023
Q3
$42.3K Buy
549
+28
+5% +$2.16K ﹤0.01% 1181
2023
Q2
$42.8K Sell
521
-39
-7% -$3.2K ﹤0.01% 1170
2023
Q1
$39.5K Buy
560
+377
+206% +$26.6K ﹤0.01% 1160
2022
Q4
$12.5K Sell
183
-28
-13% -$1.92K ﹤0.01% 1616
2022
Q3
$12K Buy
211
+44
+26% +$2.5K ﹤0.01% 1519
2022
Q2
$12K Buy
167
+89
+114% +$6.4K ﹤0.01% 1478
2022
Q1
$6K Hold
78
﹤0.01% 1579
2021
Q4
$7K Sell
78
-50
-39% -$4.49K ﹤0.01% 1489
2021
Q3
$10K Buy
128
+27
+27% +$2.11K ﹤0.01% 1329
2021
Q2
$7K Buy
101
+29
+40% +$2.01K ﹤0.01% 1118
2021
Q1
$5K Hold
72
﹤0.01% 1121
2020
Q4
$5K Sell
72
-40
-36% -$2.78K ﹤0.01% 972
2020
Q3
$6K Buy
112
+50
+81% +$2.68K ﹤0.01% 797
2020
Q2
$4K Hold
62
﹤0.01% 894
2020
Q1
$3K Hold
62
﹤0.01% 956
2019
Q4
$4K Buy
62
+14
+29% +$903 ﹤0.01% 784
2019
Q3
$3K Sell
48
-121
-72% -$7.56K ﹤0.01% 746
2019
Q2
$10K Buy
+169
New +$10K ﹤0.01% 578