Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.3K Buy
763
+100
+15% +$3.84K ﹤0.01% 412
2025
Q1
$25.7K Sell
663
-74
-10% -$2.87K ﹤0.01% 406
2024
Q4
$24.9K Sell
737
-46
-6% -$1.56K ﹤0.01% 425
2024
Q3
$32K Buy
783
+547
+232% +$22.4K 0.01% 399
2024
Q2
$9.09K Sell
236
-1,200
-84% -$46.2K ﹤0.01% 519
2024
Q1
$61.6K Buy
1,436
+590
+70% +$25.3K 0.01% 322
2023
Q4
$31.4K Sell
846
-1,499
-64% -$55.6K 0.01% 425
2023
Q3
$85K Buy
2,345
+1,142
+95% +$41.4K 0.02% 304
2023
Q2
$42.9K Buy
1,203
+40
+3% +$1.43K 0.01% 388
2023
Q1
$41.4K Sell
1,163
-130
-10% -$4.63K 0.01% 375
2022
Q4
$45.4K Buy
+1,293
New +$45.4K 0.01% 395
2022
Q3
Sell
-1,268
Closed -$69K 551
2022
Q2
$69K Sell
1,268
-1,499
-54% -$81.6K 0.02% 318
2022
Q1
$151K Sell
2,767
-49
-2% -$2.67K 0.04% 228
2021
Q4
$155K Buy
2,816
+2,266
+412% +$125K 0.04% 224
2021
Q3
$26K Sell
550
-1,645
-75% -$77.8K 0.01% 331
2021
Q2
$109K Buy
2,195
+704
+47% +$35K 0.03% 222
2021
Q1
$67K Buy
1,491
+855
+134% +$38.4K 0.02% 286
2020
Q4
$29K Buy
+636
New +$29K 0.02% 264