Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
1,622
-169
-9% -$38.3K 0.02% 184
2025
Q1
$297K Buy
1,791
+188
+12% +$31.2K 0.01% 193
2024
Q4
$317K Buy
1,603
+106
+7% +$20.9K 0.02% 183
2024
Q3
$260K Buy
1,497
+372
+33% +$64.6K 0.01% 194
2024
Q2
$196K Sell
1,125
-235
-17% -$40.8K 0.01% 211
2024
Q1
$185K Buy
1,360
+623
+85% +$84.8K 0.01% 208
2023
Q4
$76.6K Buy
737
+40
+6% +$4.16K ﹤0.01% 299
2023
Q3
$60.6K Buy
697
+332
+91% +$28.9K ﹤0.01% 319
2023
Q2
$36.8K Hold
365
﹤0.01% 377
2023
Q1
$34K Buy
365
+152
+71% +$14.1K ﹤0.01% 381
2022
Q4
$15.9K Sell
213
-17
-7% -$1.27K ﹤0.01% 466
2022
Q3
$16K Buy
230
+58
+34% +$4.04K ﹤0.01% 465
2022
Q2
$14K Hold
172
﹤0.01% 484
2022
Q1
$18K Sell
172
-50
-23% -$5.23K ﹤0.01% 402
2021
Q4
$27K Buy
222
+30
+16% +$3.65K ﹤0.01% 332
2021
Q3
$21K Hold
192
﹤0.01% 357
2021
Q2
$23K Buy
192
+42
+28% +$5.03K ﹤0.01% 326
2021
Q1
$18K Buy
150
+50
+50% +$6K ﹤0.01% 341
2020
Q4
$10K Hold
100
﹤0.01% 325
2020
Q3
$8K Sell
100
-150
-60% -$12K ﹤0.01% 333
2020
Q2
$14K Buy
250
+50
+25% +$2.8K ﹤0.01% 263
2020
Q1
$10K Buy
+200
New +$10K ﹤0.01% 269
2019
Q3
Sell
-92
Closed -$3K 389
2019
Q2
$3K Hold
92
﹤0.01% 303
2019
Q1
$3K Hold
92
﹤0.01% 308
2018
Q4
$3K Hold
92
﹤0.01% 307
2018
Q3
$4K Hold
92
﹤0.01% 282
2018
Q2
$3K Buy
+92
New +$3K ﹤0.01% 308