Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.8K Sell
368
-156
-30% -$15.6K ﹤0.01% 1376
2025
Q1
$55.1K Buy
524
+359
+218% +$37.8K ﹤0.01% 914
2024
Q4
$13K Sell
165
-202
-55% -$15.9K ﹤0.01% 1394
2024
Q3
$27.3K Buy
367
+300
+448% +$22.3K ﹤0.01% 955
2024
Q2
$6.27K Buy
+67
New +$6.27K ﹤0.01% 1491
2024
Q1
Sell
-4
Closed -$363 1373
2023
Q4
$363 Buy
+4
New +$363 ﹤0.01% 1244
2023
Q2
Sell
-74
Closed -$6.38K 1304
2023
Q1
$6.38K Hold
74
﹤0.01% 787
2022
Q4
$5.06K Sell
74
-666
-90% -$45.5K ﹤0.01% 794
2022
Q3
$42K Sell
740
-10
-1% -$568 0.01% 455
2022
Q2
$68K Buy
750
+33
+5% +$2.99K 0.01% 381
2022
Q1
$108K Buy
717
+71
+11% +$10.7K 0.01% 328
2021
Q4
$145K Buy
646
+46
+8% +$10.3K 0.02% 278
2021
Q3
$142K Hold
600
0.02% 272
2021
Q2
$147K Buy
+600
New +$147K 0.02% 272
2020
Q4
$139K Hold
546
0.02% 248
2020
Q3
$117K Buy
546
+23
+4% +$4.93K 0.02% 249
2020
Q2
$105K Sell
523
-41
-7% -$8.23K 0.02% 253
2020
Q1
$69K Buy
564
+58
+11% +$7.1K 0.02% 287
2019
Q4
$58K Sell
506
-121
-19% -$13.9K 0.02% 319
2019
Q3
$62K Sell
627
-150
-19% -$14.8K 0.02% 301
2019
Q2
$96K Buy
+777
New +$96K 0.03% 240
2018
Q4
$11K Buy
+165
New +$11K ﹤0.01% 431