Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.8K Buy
+1,128
New +$33.8K 0.02% 234
2025
Q1
Sell
-628
Closed -$18.6K 142
2024
Q4
$18.6K Hold
628
0.01% 268
2024
Q3
$19.7K Buy
+628
New +$19.7K 0.01% 263
2024
Q2
Sell
-839
Closed -$31.6K 152
2024
Q1
$31.6K Hold
839
0.02% 243
2023
Q4
$29.7K Sell
839
-525
-38% -$18.6K 0.02% 250
2023
Q3
$52.8K Buy
1,364
+211
+18% +$8.17K 0.04% 224
2023
Q2
$40.7K Hold
1,153
0.03% 239
2023
Q1
$43.7K Hold
1,153
0.03% 234
2022
Q4
$40.3K Sell
1,153
-460
-29% -$16.1K 0.03% 257
2022
Q3
$46K Hold
1,613
0.04% 225
2022
Q2
$46K Buy
1,613
+628
+64% +$17.9K 0.04% 224
2022
Q1
$29K Sell
985
-525
-35% -$15.5K 0.02% 289
2021
Q4
$40K Buy
1,510
+397
+36% +$10.5K 0.03% 279
2021
Q3
$31K Hold
1,113
0.02% 304
2021
Q2
$30K Hold
1,113
0.02% 313
2021
Q1
$28K Hold
1,113
0.02% 307
2020
Q4
$23K Buy
+1,113
New +$23K 0.02% 291