Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25K Hold
16
﹤0.01% 463
2025
Q1
$1.18K Sell
16
-171
-91% -$12.6K ﹤0.01% 454
2024
Q4
$15.3K Sell
187
-49
-21% -$4K 0.01% 343
2024
Q3
$16.5K Sell
236
-154
-39% -$10.7K 0.01% 351
2024
Q2
$23.1K Sell
390
-149
-28% -$8.82K 0.01% 319
2024
Q1
$35.2K Sell
539
-84
-13% -$5.49K 0.02% 277
2023
Q4
$44.8K Sell
623
-59
-9% -$4.24K 0.02% 260
2023
Q3
$47.7K Sell
682
-115
-14% -$8.04K 0.03% 243
2023
Q2
$54.1K Sell
797
-300
-27% -$20.4K 0.03% 224
2023
Q1
$81K Sell
1,097
-270
-20% -$19.9K 0.05% 191
2022
Q4
$92.6K Sell
1,367
-596
-30% -$40.4K 0.06% 179
2022
Q3
$144K Buy
1,963
+169
+9% +$12.4K 0.1% 153
2022
Q2
$194K Buy
1,794
+118
+7% +$12.8K 0.13% 139
2022
Q1
$196K Buy
1,676
+712
+74% +$83.3K 0.11% 153
2021
Q4
$177K Buy
964
+152
+19% +$27.9K 0.1% 153
2021
Q3
$212K Buy
812
+174
+27% +$45.4K 0.13% 143
2021
Q2
$246K Buy
638
+182
+40% +$70.2K 0.15% 134
2021
Q1
$147K Buy
456
+335
+277% +$108K 0.1% 166
2020
Q4
$41K Buy
121
+42
+53% +$14.2K 0.03% 232
2020
Q3
$37K Buy
+79
New +$37K 0.03% 231