Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.1K Sell
1,727
-466
-21% -$19.5K ﹤0.01% 1160
2025
Q1
$92.5K Buy
2,193
+1,265
+136% +$53.4K ﹤0.01% 1013
2024
Q4
$45.1K Buy
928
+11
+1% +$535 ﹤0.01% 1179
2024
Q3
$60.5K Buy
917
+8
+0.9% +$528 ﹤0.01% 1160
2024
Q2
$52.3K Hold
909
﹤0.01% 1148
2024
Q1
$60.6K Buy
909
+14
+2% +$934 ﹤0.01% 721
2023
Q4
$56.5K Sell
895
-1,829
-67% -$115K ﹤0.01% 708
2023
Q3
$182K Buy
2,724
+766
+39% +$51.3K 0.01% 584
2023
Q2
$204K Buy
1,958
+658
+51% +$68.7K 0.01% 428
2023
Q1
$159K Buy
1,300
+431
+50% +$52.7K 0.01% 426
2022
Q4
$109K Sell
869
-1
-0.1% -$125 0.01% 484
2022
Q3
$92K Buy
870
+9
+1% +$952 0.01% 491
2022
Q2
$92K Buy
861
+3
+0.3% +$321 0.01% 511
2022
Q1
$113K Sell
858
-891
-51% -$117K 0.01% 521
2021
Q4
$192K Buy
1,749
+900
+106% +$98.8K 0.01% 399
2021
Q3
$78K Sell
849
-8
-0.9% -$735 0.01% 533
2021
Q2
$93K Buy
857
+15
+2% +$1.63K 0.01% 465
2021
Q1
$93K Buy
842
+4
+0.5% +$442 0.01% 450
2020
Q4
$96K Buy
838
+3
+0.4% +$344 0.01% 421
2020
Q3
$88K Buy
835
+4
+0.5% +$422 0.01% 389
2020
Q2
$83K Buy
831
+4
+0.5% +$400 0.01% 371
2020
Q1
$68K Buy
+827
New +$68K 0.01% 366