Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.7K Sell
442
-725
-62% -$114K ﹤0.01% 939
2025
Q1
$206K Sell
1,167
-34
-3% -$5.99K ﹤0.01% 693
2024
Q4
$236K Buy
1,201
+33
+3% +$6.49K 0.01% 669
2024
Q3
$277K Buy
1,168
+61
+6% +$14.5K 0.01% 617
2024
Q2
$234K Sell
1,107
-74
-6% -$15.6K 0.01% 620
2024
Q1
$299K Sell
1,181
-205
-15% -$51.8K 0.01% 577
2023
Q4
$321K Buy
1,386
+49
+4% +$11.3K 0.01% 558
2023
Q3
$263K Buy
1,337
+535
+67% +$105K 0.01% 588
2023
Q2
$180K Buy
802
+201
+33% +$45.2K ﹤0.01% 656
2023
Q1
$120K Buy
601
+11
+2% +$2.19K ﹤0.01% 725
2022
Q4
$121K Buy
590
+3
+0.5% +$615 ﹤0.01% 759
2022
Q3
$106K Sell
587
-6
-1% -$1.08K ﹤0.01% 860
2022
Q2
$129K Buy
593
+6
+1% +$1.31K ﹤0.01% 856
2022
Q1
$136K Hold
587
﹤0.01% 910
2021
Q4
$166K Sell
587
-400
-41% -$113K ﹤0.01% 856
2021
Q3
$236K Buy
987
+182
+23% +$43.5K 0.01% 733
2021
Q2
$195K Hold
805
0.01% 747
2021
Q1
$155K Hold
805
﹤0.01% 751
2020
Q4
$144K Hold
805
﹤0.01% 665
2020
Q3
$127K Hold
805
0.01% 647
2020
Q2
$114K Sell
805
-150
-16% -$21.2K ﹤0.01% 669
2020
Q1
$103K Sell
955
-275
-22% -$29.7K ﹤0.01% 748
2019
Q4
$190K Buy
+1,230
New +$190K 0.01% 658