Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.3K Sell
1,578
-400
-20% -$17K ﹤0.01% 1183
2025
Q1
$64.3K Buy
1,978
+321
+19% +$10.4K ﹤0.01% 1103
2024
Q4
$55.5K Sell
1,657
-62
-4% -$2.08K ﹤0.01% 1139
2024
Q3
$50.4K Buy
1,719
+719
+72% +$21.1K ﹤0.01% 1202
2024
Q2
$27.2K Sell
1,000
-1,450
-59% -$39.5K ﹤0.01% 1293
2024
Q1
$39.4K Buy
2,450
+1,000
+69% +$16.1K ﹤0.01% 826
2023
Q4
$34.3K Sell
1,450
-20
-1% -$473 ﹤0.01% 831
2023
Q3
$26.8K Buy
1,470
+735
+100% +$13.4K ﹤0.01% 977
2023
Q2
$29K Hold
735
﹤0.01% 836
2023
Q1
$27.5K Hold
735
﹤0.01% 792
2022
Q4
$27.3K Sell
735
-25
-3% -$927 ﹤0.01% 740
2022
Q3
$23K Sell
760
-343
-31% -$10.4K ﹤0.01% 744
2022
Q2
$38K Buy
1,103
+236
+27% +$8.13K ﹤0.01% 668
2022
Q1
$35K Buy
867
+159
+22% +$6.42K ﹤0.01% 746
2021
Q4
$42K Sell
708
-875
-55% -$51.9K ﹤0.01% 680
2021
Q3
$108K Buy
1,583
+1,408
+805% +$96.1K 0.01% 466
2021
Q2
$14K Buy
175
+150
+600% +$12K ﹤0.01% 755
2021
Q1
$2K Buy
25
+5
+25% +$400 ﹤0.01% 951
2020
Q4
$2K Hold
20
﹤0.01% 877
2020
Q3
$1K Buy
+20
New +$1K ﹤0.01% 836