Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36K Buy
94
+7
+8% +$2.68K 0.01% 234
2025
Q1
$38K Hold
87
0.01% 217
2024
Q4
$38K Buy
87
+46
+112% +$20.1K 0.01% 216
2024
Q3
$21K Sell
41
-8
-16% -$4.1K 0.01% 246
2024
Q2
$27K Buy
49
+2
+4% +$1.1K 0.01% 209
2024
Q1
$24K Buy
47
+1
+2% +$511 0.01% 207
2023
Q4
$27K Buy
46
+3
+7% +$1.76K 0.01% 191
2023
Q3
$21K Buy
43
+7
+19% +$3.42K 0.01% 207
2023
Q2
$17K Buy
36
+16
+80% +$7.56K ﹤0.01% 241
2023
Q1
$6K Hold
20
﹤0.01% 294
2022
Q4
$5K Hold
20
﹤0.01% 310
2022
Q3
$6K Sell
20
-23
-53% -$6.9K ﹤0.01% 301
2022
Q2
$16K Buy
43
+23
+115% +$8.56K 0.01% 220
2022
Q1
$9K Hold
20
﹤0.01% 238
2021
Q4
$11K Hold
20
﹤0.01% 227
2021
Q3
$12K Hold
20
﹤0.01% 214
2021
Q2
$12K Hold
20
﹤0.01% 203
2021
Q1
$10K Sell
20
-10
-33% -$5K ﹤0.01% 213
2020
Q4
$15K Buy
30
+2
+7% +$1K ﹤0.01% 195
2020
Q3
$14K Buy
+28
New +$14K ﹤0.01% 159