Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.4K Buy
1,075
+115
+12% +$8.17K 0.01% 249
2025
Q1
$60.9K Sell
960
-137
-12% -$8.7K 0.01% 255
2024
Q4
$83K Sell
1,097
-366
-25% -$27.7K 0.01% 226
2024
Q3
$129K Sell
1,463
-1,565
-52% -$138K 0.02% 196
2024
Q2
$228K Buy
3,028
+887
+41% +$66.9K 0.03% 165
2024
Q1
$201K Buy
+2,141
New +$201K 0.02% 168
2023
Q3
Sell
-1,610
Closed -$178K 812
2023
Q2
$178K Sell
1,610
-1,181
-42% -$130K 0.02% 153
2023
Q1
$342K Buy
2,791
+84
+3% +$10.3K 0.05% 111
2022
Q4
$317K Sell
2,707
-418
-13% -$48.9K 0.05% 110
2022
Q3
$260K Buy
3,125
+2,035
+187% +$169K 0.05% 117
2022
Q2
$111K Buy
1,090
+890
+445% +$90.6K 0.02% 197
2022
Q1
$27K Buy
200
+19
+10% +$2.57K 0.01% 278
2021
Q4
$30K Buy
181
+33
+22% +$5.47K 0.01% 228
2021
Q3
$22K Hold
148
0.01% 206
2021
Q2
$23K Sell
148
-50
-25% -$7.77K 0.01% 209
2021
Q1
$26K Hold
198
0.01% 202
2020
Q4
$28K Buy
198
+20
+11% +$2.83K 0.01% 175
2020
Q3
$22K Buy
178
+142
+394% +$17.6K 0.01% 175
2020
Q2
$4K Hold
36
﹤0.01% 187
2020
Q1
$3K Hold
36
﹤0.01% 163
2019
Q4
$4K Hold
36
﹤0.01% 202
2019
Q3
$3K Hold
36
﹤0.01% 204
2019
Q2
$3K Buy
+36
New +$3K ﹤0.01% 256