Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
896
+532
+146% +$71.8K 0.03% 128
2025
Q1
$41K Hold
364
0.01% 208
2024
Q4
$41K Sell
364
-2
-0.5% -$225 0.01% 207
2024
Q3
$41K Buy
366
+35
+11% +$3.92K 0.01% 181
2024
Q2
$34K Buy
331
+6
+2% +$616 0.01% 191
2024
Q1
$37K Sell
325
-266
-45% -$30.3K 0.01% 181
2023
Q4
$65K Buy
591
+96
+19% +$10.6K 0.02% 137
2023
Q3
$47K Buy
495
+2
+0.4% +$190 0.01% 156
2023
Q2
$53K Buy
493
+69
+16% +$7.42K 0.01% 157
2023
Q1
$46K Buy
424
+333
+366% +$36.1K 0.01% 149
2022
Q4
$8K Hold
91
﹤0.01% 272
2022
Q3
$9K Sell
91
-33
-27% -$3.26K ﹤0.01% 268
2022
Q2
$13K Buy
124
+49
+65% +$5.14K ﹤0.01% 238
2022
Q1
$9K Hold
75
﹤0.01% 237
2021
Q4
$11K Hold
75
﹤0.01% 226
2021
Q3
$9K Hold
75
﹤0.01% 238
2021
Q2
$9K Hold
75
﹤0.01% 227
2021
Q1
$9K Hold
75
﹤0.01% 221
2020
Q4
$8K Sell
75
-124
-62% -$13.2K ﹤0.01% 242
2020
Q3
$22K Buy
199
+100
+101% +$11.1K 0.01% 133
2020
Q2
$9K Hold
99
﹤0.01% 169
2020
Q1
$8K Buy
+99
New +$8K ﹤0.01% 165