Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.4K Buy
751
+5
+0.7% +$122 ﹤0.01% 477
2025
Q1
$20.6K Buy
746
+56
+8% +$1.55K ﹤0.01% 431
2024
Q4
$22.5K Buy
690
+4
+0.6% +$131 ﹤0.01% 437
2024
Q3
$24.6K Buy
686
+3
+0.4% +$108 ﹤0.01% 442
2024
Q2
$23.9K Buy
683
+5
+0.7% +$175 ﹤0.01% 405
2024
Q1
$20.5K Buy
678
+4
+0.6% +$121 ﹤0.01% 483
2023
Q4
$20.3K Sell
674
-195
-22% -$5.87K ﹤0.01% 477
2023
Q3
$22.3K Buy
869
+4
+0.5% +$103 ﹤0.01% 492
2023
Q2
$26.6K Buy
865
+299
+53% +$9.18K 0.01% 461
2023
Q1
$16.6K Sell
566
-116
-17% -$3.41K ﹤0.01% 521
2022
Q4
$18.3K Buy
+682
New +$18.3K 0.01% 540
2022
Q3
Sell
-1,167
Closed -$38K 578
2022
Q2
$38K Sell
1,167
-5,822
-83% -$190K 0.01% 416
2022
Q1
$254K Sell
6,989
-239
-3% -$8.69K 0.07% 152
2021
Q4
$272K Buy
7,228
+5,251
+266% +$198K 0.07% 147
2021
Q3
$54K Sell
1,977
-3,565
-64% -$97.4K 0.02% 201
2021
Q2
$167K Buy
5,542
+606
+12% +$18.3K 0.05% 159
2021
Q1
$157K Buy
4,936
+4,838
+4,937% +$154K 0.05% 153
2020
Q4
$2K Buy
+98
New +$2K ﹤0.01% 531