Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.3K Sell
764
-1,297
-63% -$65.1K ﹤0.01% 1375
2025
Q1
$97.2K Buy
2,061
+1,236
+150% +$58.3K ﹤0.01% 1003
2024
Q4
$43.6K Buy
825
+312
+61% +$16.5K ﹤0.01% 1192
2024
Q3
$28.5K Hold
513
﹤0.01% 1331
2024
Q2
$30.3K Buy
513
+309
+151% +$18.2K ﹤0.01% 1281
2024
Q1
$12.8K Hold
204
﹤0.01% 1020
2023
Q4
$16.5K Buy
204
+60
+42% +$4.86K ﹤0.01% 973
2023
Q3
$9.3K Buy
144
+72
+100% +$4.65K ﹤0.01% 1127
2023
Q2
$6.09K Sell
72
-16
-18% -$1.35K ﹤0.01% 1029
2023
Q1
$9.8K Sell
88
-44
-33% -$4.9K ﹤0.01% 950
2022
Q4
$15.8K Hold
132
﹤0.01% 838
2022
Q3
$13K Sell
132
-392
-75% -$38.6K ﹤0.01% 842
2022
Q2
$38K Buy
524
+95
+22% +$6.89K ﹤0.01% 669
2022
Q1
$53K Buy
429
+15
+4% +$1.85K ﹤0.01% 663
2021
Q4
$91K Buy
414
+10
+2% +$2.2K 0.01% 544
2021
Q3
$84K Buy
404
+2
+0.5% +$416 0.01% 516
2021
Q2
$83K Sell
402
-47
-10% -$9.7K 0.01% 482
2021
Q1
$91K Buy
449
+59
+15% +$12K 0.01% 453
2020
Q4
$69K Buy
390
+10
+3% +$1.77K 0.01% 468
2020
Q3
$46K Buy
+380
New +$46K ﹤0.01% 480