Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.9K Buy
179
+113
+171% +$39.7K ﹤0.01% 1206
2025
Q1
$20.9K Buy
66
+8
+14% +$2.53K ﹤0.01% 1411
2024
Q4
$19.6K Buy
58
+2
+4% +$675 ﹤0.01% 1395
2024
Q3
$17.8K Sell
56
-7
-11% -$2.23K ﹤0.01% 1448
2024
Q2
$20.3K Sell
63
-143
-69% -$46K ﹤0.01% 1374
2024
Q1
$67.6K Sell
206
-10
-5% -$3.28K ﹤0.01% 698
2023
Q4
$78.4K Sell
216
-204
-49% -$74K ﹤0.01% 635
2023
Q3
$125K Buy
420
+210
+100% +$62.5K ﹤0.01% 677
2023
Q2
$69.4K Sell
210
-8
-4% -$2.64K ﹤0.01% 659
2023
Q1
$72.6K Buy
218
+22
+11% +$7.32K 0.01% 579
2022
Q4
$47.4K Hold
196
﹤0.01% 630
2022
Q3
$43K Sell
196
-33
-14% -$7.24K ﹤0.01% 633
2022
Q2
$55K Hold
229
﹤0.01% 598
2022
Q1
$73K Sell
229
-477
-68% -$152K 0.01% 606
2021
Q4
$283K Buy
706
+501
+244% +$201K 0.02% 334
2021
Q3
$70K Buy
205
+141
+220% +$48.1K 0.01% 551
2021
Q2
$22K Buy
64
+3
+5% +$1.03K ﹤0.01% 689
2021
Q1
$21K Buy
61
+4
+7% +$1.38K ﹤0.01% 667
2020
Q4
$21K Hold
57
﹤0.01% 618
2020
Q3
$19K Hold
57
﹤0.01% 587
2020
Q2
$17K Hold
57
﹤0.01% 541
2020
Q1
$13K Buy
+57
New +$13K ﹤0.01% 546