Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Hold
229
0.01% 547
2025
Q1
$156K Buy
229
+27
+13% +$18.4K 0.01% 563
2024
Q4
$127K Sell
202
-9
-4% -$5.66K 0.01% 567
2024
Q3
$163K Sell
211
-42
-17% -$32.4K 0.01% 505
2024
Q2
$209K Sell
253
-66
-21% -$54.5K 0.01% 453
2024
Q1
$223K Hold
319
0.01% 421
2023
Q4
$185K Buy
319
+10
+3% +$5.8K 0.01% 433
2023
Q3
$142K Buy
309
+41
+15% +$18.8K 0.01% 437
2023
Q2
$130K Buy
268
+38
+17% +$18.4K 0.01% 429
2023
Q1
$92K Buy
230
+179
+351% +$71.6K 0.01% 484
2022
Q4
$19K Sell
51
-13
-20% -$4.84K ﹤0.01% 770
2022
Q3
$19K Buy
64
+13
+25% +$3.86K ﹤0.01% 722
2022
Q2
$16K Hold
51
﹤0.01% 731
2022
Q1
$19K Sell
51
-15
-23% -$5.59K ﹤0.01% 676
2021
Q4
$28K Buy
66
+15
+29% +$6.36K ﹤0.01% 663
2021
Q3
$17K Hold
51
﹤0.01% 721
2021
Q2
$17K Sell
51
-407
-89% -$136K ﹤0.01% 686
2021
Q1
$152K Buy
458
+335
+272% +$111K 0.01% 377
2020
Q4
$32K Hold
123
﹤0.01% 462
2020
Q3
$24K Hold
123
﹤0.01% 484
2020
Q2
$24K Hold
123
﹤0.01% 456
2020
Q1
$18K Hold
123
﹤0.01% 456
2019
Q4
$22K Hold
123
﹤0.01% 484
2019
Q3
$19K Buy
123
+72
+141% +$11.1K ﹤0.01% 478
2019
Q2
$6K Hold
51
﹤0.01% 574
2019
Q1
$6K Buy
+51
New +$6K ﹤0.01% 555