Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.03K Hold
99
﹤0.01% 588
2025
Q1
$6.29K Sell
99
-45
-31% -$2.86K ﹤0.01% 557
2024
Q4
$10.9K Buy
144
+19
+15% +$1.44K ﹤0.01% 519
2024
Q3
$11.1K Hold
125
﹤0.01% 550
2024
Q2
$9.42K Hold
125
﹤0.01% 515
2024
Q1
$11.7K Sell
125
-1,524
-92% -$143K ﹤0.01% 560
2023
Q4
$179K Sell
1,649
-41
-2% -$4.45K 0.04% 210
2023
Q3
$162K Buy
1,690
+1,521
+900% +$145K 0.03% 213
2023
Q2
$18.7K Hold
169
﹤0.01% 515
2023
Q1
$20.7K Sell
169
-23
-12% -$2.82K 0.01% 491
2022
Q4
$22.5K Buy
+192
New +$22.5K 0.01% 509
2022
Q3
Sell
-797
Closed -$81K 776
2022
Q2
$81K Sell
797
-100
-11% -$10.2K 0.02% 290
2022
Q1
$121K Buy
897
+137
+18% +$18.5K 0.03% 267
2021
Q4
$127K Buy
760
+649
+585% +$108K 0.03% 272
2021
Q3
$16K Sell
111
-496
-82% -$71.5K 0.01% 414
2021
Q2
$94K Sell
607
-254
-30% -$39.3K 0.03% 244
2021
Q1
$114K Buy
861
+496
+136% +$65.7K 0.04% 197
2020
Q4
$52K Buy
+365
New +$52K 0.04% 204