Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.05K Hold
105
﹤0.01% 2101
2025
Q1
$5.1K Sell
105
-291
-73% -$14.1K ﹤0.01% 1741
2024
Q4
$19.3K Buy
396
+11
+3% +$537 ﹤0.01% 1399
2024
Q3
$23.9K Sell
385
-259
-40% -$16.1K ﹤0.01% 1375
2024
Q2
$36.8K Buy
644
+101
+19% +$5.77K ﹤0.01% 1234
2024
Q1
$31K Sell
543
-104
-16% -$5.95K ﹤0.01% 862
2023
Q4
$44.2K Buy
647
+105
+19% +$7.17K ﹤0.01% 769
2023
Q3
$30.8K Buy
542
+288
+113% +$16.4K ﹤0.01% 956
2023
Q2
$15.2K Hold
254
﹤0.01% 932
2023
Q1
$16.1K Hold
254
﹤0.01% 881
2022
Q4
$15.8K Buy
254
+58
+30% +$3.6K ﹤0.01% 839
2022
Q3
$10K Sell
196
-131
-40% -$6.68K ﹤0.01% 882
2022
Q2
$18K Sell
327
-40
-11% -$2.2K ﹤0.01% 822
2022
Q1
$25K Hold
367
﹤0.01% 810
2021
Q4
$20K Hold
367
﹤0.01% 824
2021
Q3
$18K Buy
367
+116
+46% +$5.69K ﹤0.01% 838
2021
Q2
$16K Buy
251
+31
+14% +$1.98K ﹤0.01% 733
2021
Q1
$14K Hold
220
﹤0.01% 733
2020
Q4
$13K Hold
220
﹤0.01% 681
2020
Q3
$10K Hold
220
﹤0.01% 660
2020
Q2
$10K Sell
220
-145
-40% -$6.59K ﹤0.01% 599
2020
Q1
$12K Buy
+365
New +$12K ﹤0.01% 554