Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Buy
1,398
+9
+0.6% +$702 ﹤0.01% 846
2025
Q1
$102K Buy
1,389
+23
+2% +$1.7K ﹤0.01% 839
2024
Q4
$111K Buy
1,366
+235
+21% +$19.2K ﹤0.01% 818
2024
Q3
$78.9K Sell
1,131
-195
-15% -$13.6K ﹤0.01% 864
2024
Q2
$78.5K Sell
1,326
-147
-10% -$8.7K ﹤0.01% 832
2024
Q1
$96.3K Buy
1,473
+382
+35% +$25K ﹤0.01% 791
2023
Q4
$78.5K Buy
1,091
+10
+0.9% +$719 ﹤0.01% 813
2023
Q3
$75.6K Sell
1,081
-240
-18% -$16.8K ﹤0.01% 811
2023
Q2
$89.7K Sell
1,321
-480
-27% -$32.6K ﹤0.01% 772
2023
Q1
$133K Sell
1,801
-117
-6% -$8.64K ﹤0.01% 703
2022
Q4
$130K Sell
1,918
-2,247
-54% -$152K ﹤0.01% 747
2022
Q3
$307K Sell
4,165
-180
-4% -$13.3K 0.01% 599
2022
Q2
$469K Buy
4,345
+1,377
+46% +$149K 0.01% 521
2022
Q1
$348K Buy
2,968
+2,757
+1,307% +$323K 0.01% 629
2021
Q4
$39K Buy
211
+51
+32% +$9.43K ﹤0.01% 1354
2021
Q3
$42K Buy
160
+10
+7% +$2.63K ﹤0.01% 1232
2021
Q2
$58K Hold
150
﹤0.01% 1032
2021
Q1
$48K Sell
150
-44
-23% -$14.1K ﹤0.01% 1066
2020
Q4
$65K Buy
194
+44
+29% +$14.7K ﹤0.01% 812
2020
Q3
$71K Hold
150
﹤0.01% 766
2020
Q2
$38K Hold
150
﹤0.01% 854
2020
Q1
$22K Hold
150
﹤0.01% 998
2019
Q4
$11K Buy
+150
New +$11K ﹤0.01% 1146