Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Buy
7,162
+3,328
+87% +$80.2K 0.01% 704
2025
Q1
$75.1K Sell
3,834
-151
-4% -$2.96K ﹤0.01% 811
2024
Q4
$62.4K Buy
3,985
+665
+20% +$10.4K ﹤0.01% 828
2024
Q3
$60.3K Buy
3,320
+18
+0.5% +$327 0.01% 650
2024
Q2
$56.6K Buy
3,302
+19
+0.6% +$326 0.01% 613
2024
Q1
$54.1K Buy
3,283
+145
+5% +$2.39K 0.01% 484
2023
Q4
$47.1K Sell
3,138
-479
-13% -$7.19K 0.01% 489
2023
Q3
$47.7K Sell
3,617
-111
-3% -$1.46K 0.01% 471
2023
Q2
$50.2K Sell
3,728
-2
-0.1% -$27 0.01% 464
2023
Q1
$44.3K Sell
3,730
-37
-1% -$439 0.01% 479
2022
Q4
$45.8K Sell
3,767
-580
-13% -$7.06K 0.01% 461
2022
Q3
$37K Buy
4,347
+333
+8% +$2.83K 0.01% 474
2022
Q2
$40K Buy
+4,014
New +$40K 0.01% 457
2018
Q3
Sell
-151
Closed -$2K 666
2018
Q2
$2K Sell
151
-105
-41% -$1.39K ﹤0.01% 437
2018
Q1
$4K Buy
256
+69
+37% +$1.08K ﹤0.01% 389
2017
Q4
$3K Hold
187
﹤0.01% 405
2017
Q3
$3K Buy
187
+36
+24% +$578 ﹤0.01% 401
2017
Q2
$3K Hold
151
﹤0.01% 418
2017
Q1
$2K Hold
151
﹤0.01% 439
2016
Q4
$2K Buy
+151
New +$2K ﹤0.01% 467