Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.79K Sell
162
-52
-24% -$2.5K ﹤0.01% 1408
2025
Q1
$10.4K Buy
214
+54
+34% +$2.62K ﹤0.01% 1292
2024
Q4
$7.81K Buy
160
+3
+2% +$146 ﹤0.01% 1317
2024
Q3
$9.78K Hold
157
﹤0.01% 1208
2024
Q2
$8.99K Sell
157
-373
-70% -$21.4K ﹤0.01% 1182
2024
Q1
$30.6K Sell
530
-921
-63% -$53.1K ﹤0.01% 860
2023
Q4
$99.1K Sell
1,451
-1,309
-47% -$89.4K 0.01% 540
2023
Q3
$157K Sell
2,760
-1,726
-38% -$98.2K 0.02% 390
2023
Q2
$268K Buy
4,486
+142
+3% +$8.47K 0.03% 297
2023
Q1
$275K Buy
4,344
+2,980
+218% +$189K 0.04% 283
2022
Q4
$84.7K Sell
1,364
-309
-18% -$19.2K 0.01% 474
2022
Q3
$84K Sell
1,673
-548
-25% -$27.5K 0.01% 468
2022
Q2
$125K Buy
2,221
+852
+62% +$48K 0.02% 387
2022
Q1
$94K Buy
+1,369
New +$94K 0.01% 436
2021
Q4
Sell
-67
Closed -$3K 1223
2021
Q3
$3K Hold
67
﹤0.01% 1236
2021
Q2
$4K Hold
67
﹤0.01% 1200
2021
Q1
$4K Hold
67
﹤0.01% 1086
2020
Q4
$4K Hold
67
﹤0.01% 1012
2020
Q3
$3K Buy
+67
New +$3K ﹤0.01% 1009
2017
Q4
Sell
-112
Closed -$4K 699
2017
Q3
$4K Hold
112
﹤0.01% 525
2017
Q2
$4K Hold
112
﹤0.01% 541
2017
Q1
$4K Hold
112
﹤0.01% 504
2016
Q4
$4K Buy
+112
New +$4K ﹤0.01% 492