Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.3K Sell
813
-863
-51% -$17.3K ﹤0.01% 2634
2025
Q1
$37.3K Buy
1,676
+1,095
+188% +$24.3K ﹤0.01% 1699
2024
Q4
$19.5K Sell
581
-33
-5% -$1.11K ﹤0.01% 2117
2024
Q3
$29.4K Buy
614
+31
+5% +$1.49K ﹤0.01% 1670
2024
Q2
$28K Sell
583
-19
-3% -$914 ﹤0.01% 1663
2024
Q1
$35.4K Buy
602
+343
+132% +$20.2K ﹤0.01% 1457
2023
Q4
$14K Buy
259
+27
+12% +$1.46K ﹤0.01% 1846
2023
Q3
$11.6K Buy
232
+65
+39% +$3.25K ﹤0.01% 1789
2023
Q2
$8.58K Buy
167
+10
+6% +$514 ﹤0.01% 1909
2023
Q1
$8.69K Buy
157
+1
+0.6% +$55 ﹤0.01% 1845
2022
Q4
$8.26K Buy
156
+21
+16% +$1.11K ﹤0.01% 1743
2022
Q3
$6K Buy
135
+13
+11% +$578 ﹤0.01% 1831
2022
Q2
$6K Buy
122
+6
+5% +$295 ﹤0.01% 1717
2022
Q1
$6K Sell
116
-35
-23% -$1.81K ﹤0.01% 1596
2021
Q4
$9K Hold
151
﹤0.01% 1414
2021
Q3
$7K Hold
151
﹤0.01% 1436
2021
Q2
$7K Buy
151
+1
+0.7% +$46 ﹤0.01% 1132
2021
Q1
$6K Buy
150
+41
+38% +$1.64K ﹤0.01% 1097
2020
Q4
$3K Hold
109
﹤0.01% 1092
2020
Q3
$1K Buy
109
+2
+2% +$18 ﹤0.01% 1114
2020
Q2
$1K Buy
107
+2
+2% +$19 ﹤0.01% 1117
2020
Q1
$1K Sell
105
-209
-67% -$1.99K ﹤0.01% 1163
2019
Q4
$5K Buy
314
+212
+208% +$3.38K ﹤0.01% 765
2019
Q3
$2K Buy
102
+1
+1% +$20 ﹤0.01% 838
2019
Q2
$2K Buy
101
+1
+1% +$20 ﹤0.01% 830
2019
Q1
$2K Buy
+100
New +$2K ﹤0.01% 845