Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.6K Hold
1,681
﹤0.01% 1747
2025
Q1
$14.6K Sell
1,681
-1,070
-39% -$9.32K ﹤0.01% 1499
2024
Q4
$29.6K Buy
2,751
+24
+0.9% +$258 ﹤0.01% 1280
2024
Q3
$29.2K Hold
2,727
﹤0.01% 1326
2024
Q2
$45.3K Buy
2,727
+1,500
+122% +$24.9K ﹤0.01% 1186
2024
Q1
$19.3K Buy
1,227
+120
+11% +$1.89K ﹤0.01% 950
2023
Q4
$18.7K Sell
1,107
-1,207
-52% -$20.4K ﹤0.01% 956
2023
Q3
$20.6K Buy
2,314
+1,207
+109% +$10.8K ﹤0.01% 1020
2023
Q2
$13.1K Hold
1,107
﹤0.01% 952
2023
Q1
$12.4K Hold
1,107
﹤0.01% 920
2022
Q4
$9.91K Hold
1,107
﹤0.01% 902
2022
Q3
$11K Sell
1,107
-339
-23% -$3.37K ﹤0.01% 876
2022
Q2
$19K Buy
1,446
+209
+17% +$2.75K ﹤0.01% 814
2022
Q1
$45K Buy
1,237
+30
+2% +$1.09K ﹤0.01% 703
2021
Q4
$57K Buy
1,207
+61
+5% +$2.88K ﹤0.01% 634
2021
Q3
$85K Sell
1,146
-680
-37% -$50.4K 0.01% 515
2021
Q2
$124K Hold
1,826
0.01% 416
2021
Q1
$95K Hold
1,826
0.01% 448
2020
Q4
$91K Buy
1,826
+546
+43% +$27.2K 0.01% 433
2020
Q3
$33K Hold
1,280
﹤0.01% 522
2020
Q2
$30K Hold
1,280
﹤0.01% 489
2020
Q1
$15K Buy
+1,280
New +$15K ﹤0.01% 533