Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-408
Closed -$13.8K 108
2025
Q1
$13.8K Sell
408
-648
-61% -$21.9K ﹤0.01% 493
2024
Q4
$31.2K Buy
1,056
+92
+10% +$2.72K 0.01% 422
2024
Q3
$30.3K Sell
964
-131
-12% -$4.11K 0.01% 426
2024
Q2
$39.6K Buy
1,095
+23
+2% +$833 0.01% 394
2024
Q1
$40.7K Hold
1,072
0.01% 404
2023
Q4
$38K Buy
1,072
+18
+2% +$637 0.01% 372
2023
Q3
$38.6K Sell
1,054
-2
-0.2% -$73 0.01% 346
2023
Q2
$37.3K Buy
1,056
+82
+8% +$2.89K 0.01% 395
2023
Q1
$37.1K Sell
974
-18
-2% -$685 0.01% 406
2022
Q4
$34.7K Buy
992
+60
+6% +$2.1K 0.01% 401
2022
Q3
$27K Buy
932
+3
+0.3% +$87 0.01% 404
2022
Q2
$26K Sell
929
-73
-7% -$2.04K 0.01% 416
2022
Q1
$29K Sell
1,002
-147
-13% -$4.25K 0.01% 428
2021
Q4
$31K Sell
1,149
-9
-0.8% -$243 0.01% 427
2021
Q3
$32K Buy
1,158
+50
+5% +$1.38K 0.01% 402
2021
Q2
$29K Buy
1,108
+6
+0.5% +$157 0.01% 437
2021
Q1
$27K Buy
1,102
+5
+0.5% +$123 0.01% 456
2020
Q4
$23K Buy
1,097
+7
+0.6% +$147 0.01% 460
2020
Q3
$19K Sell
1,090
-712
-40% -$12.4K 0.01% 395
2020
Q2
$42K Buy
+1,802
New +$42K 0.02% 219