Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.4K Sell
99
-22
-18% -$6.99K ﹤0.01% 292
2025
Q1
$31.4K Buy
121
+21
+21% +$5.44K ﹤0.01% 295
2024
Q4
$40.4K Buy
100
+22
+28% +$8.88K ﹤0.01% 289
2024
Q3
$20.4K Buy
+78
New +$20.4K ﹤0.01% 335
2024
Q1
Sell
-4,171
Closed -$1.04M 265
2023
Q4
$1.04M Sell
4,171
-40
-0.9% -$9.94K 0.14% 141
2023
Q3
$1.05M Sell
4,211
-180
-4% -$45K 0.16% 134
2023
Q2
$1.15M Buy
4,391
+595
+16% +$156K 0.16% 132
2023
Q1
$788K Sell
3,796
-2,630
-41% -$546K 0.12% 175
2022
Q4
$792K Sell
6,426
-13,707
-68% -$1.69M 0.12% 175
2022
Q3
$5.34M Buy
20,133
+3,537
+21% +$938K 0.85% 22
2022
Q2
$3.73M Sell
16,596
-1,044
-6% -$234K 0.55% 59
2022
Q1
$6.34M Sell
17,640
-1,326
-7% -$476K 0.77% 28
2021
Q4
$6.68M Buy
18,966
+2,046
+12% +$721K 0.76% 32
2021
Q3
$4.37M Buy
16,920
+705
+4% +$182K 0.54% 54
2021
Q2
$3.67M Buy
16,215
+3,045
+23% +$690K 0.45% 73
2021
Q1
$2.93M Buy
13,170
+6,195
+89% +$1.38M 0.38% 96
2020
Q4
$1.64M Buy
6,975
+1,530
+28% +$360K 0.22% 150
2020
Q3
$778K Buy
+5,445
New +$778K 0.12% 208