Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.9K Buy
456
+41
+10% +$3.05K ﹤0.01% 520
2025
Q1
$27.1K Sell
415
-44
-10% -$2.87K ﹤0.01% 516
2024
Q4
$39.2K Buy
459
+81
+21% +$6.91K ﹤0.01% 449
2024
Q3
$29.5K Sell
378
-6
-2% -$468 ﹤0.01% 492
2024
Q2
$22.3K Sell
384
-73
-16% -$4.24K ﹤0.01% 516
2024
Q1
$30.6K Buy
457
+73
+19% +$4.89K ﹤0.01% 449
2023
Q4
$23.6K Sell
384
-5
-1% -$307 ﹤0.01% 480
2023
Q3
$22.7K Hold
389
﹤0.01% 460
2023
Q2
$26K Sell
389
-166
-30% -$11.1K ﹤0.01% 420
2023
Q1
$42.1K Buy
555
+114
+26% +$8.66K ﹤0.01% 339
2022
Q4
$31.4K Hold
441
﹤0.01% 365
2022
Q3
$38K Sell
441
-162
-27% -$14K ﹤0.01% 334
2022
Q2
$42K Buy
603
+37
+7% +$2.58K ﹤0.01% 307
2022
Q1
$65K Sell
566
-225
-28% -$25.8K 0.01% 248
2021
Q4
$149K Buy
791
+26
+3% +$4.9K 0.01% 170
2021
Q3
$199K Buy
765
+115
+18% +$29.9K 0.02% 148
2021
Q2
$189K Buy
650
+500
+333% +$145K 0.02% 150
2021
Q1
$36K Buy
150
+118
+369% +$28.3K 0.01% 254
2020
Q4
$7K Buy
32
+25
+357% +$5.47K ﹤0.01% 359
2020
Q3
$1K Hold
7
﹤0.01% 415
2020
Q2
$1K Hold
7
﹤0.01% 431
2020
Q1
$1K Hold
7
﹤0.01% 404
2019
Q4
$1K Sell
7
-99
-93% -$14.1K ﹤0.01% 381
2019
Q3
$11K Hold
106
0.01% 251
2019
Q2
$12K Sell
106
-7
-6% -$792 0.01% 232
2019
Q1
$11K Hold
113
0.01% 236
2018
Q4
$9K Hold
113
﹤0.01% 245
2018
Q3
$10K Hold
113
0.01% 229
2018
Q2
$9K Sell
113
-42
-27% -$3.35K 0.01% 244
2018
Q1
$12K Hold
155
0.01% 223
2017
Q4
$11K Hold
155
0.01% 226
2017
Q3
$10K Buy
+155
New +$10K 0.01% 230