Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45K Sell
33
-498
-94% -$37K ﹤0.01% 571
2025
Q1
$34.6K Buy
531
+497
+1,462% +$32.4K ﹤0.01% 303
2024
Q4
$2.9K Sell
34
-422
-93% -$36K ﹤0.01% 505
2024
Q3
$35.6K Sell
456
-1,002
-69% -$78.2K ﹤0.01% 337
2024
Q2
$84.6K Hold
1,458
0.01% 296
2024
Q1
$97.7K Buy
+1,458
New +$97.7K 0.01% 277
2023
Q4
Sell
-281
Closed -$16.4K 629
2023
Q3
$16.4K Buy
281
+251
+837% +$14.7K ﹤0.01% 211
2023
Q2
$2K Sell
30
-465
-94% -$31K ﹤0.01% 533
2023
Q1
$37.6K Sell
495
-36
-7% -$2.73K 0.01% 341
2022
Q4
$37.8K Sell
531
-1,144
-68% -$81.5K 0.01% 335
2022
Q3
$144K Buy
1,675
+55
+3% +$4.73K 0.03% 182
2022
Q2
$113K Buy
1,620
+1,209
+294% +$84.3K 0.03% 192
2022
Q1
$47K Buy
411
+284
+224% +$32.5K 0.01% 231
2021
Q4
$24K Sell
127
-16
-11% -$3.02K ﹤0.01% 243
2021
Q3
$37K Sell
143
-3
-2% -$776 0.01% 173
2021
Q2
$43K Buy
146
+36
+33% +$10.6K 0.01% 164
2021
Q1
$27K Hold
110
0.01% 199
2020
Q4
$26K Hold
110
0.01% 184
2020
Q3
$22K Buy
+110
New +$22K 0.01% 176
2020
Q1
Sell
-25
Closed -$3K 232
2019
Q4
$3K Buy
+25
New +$3K ﹤0.01% 226
2019
Q1
Sell
-100
Closed -$8K 265
2018
Q4
$8K Hold
100
﹤0.01% 187
2018
Q3
$9K Hold
100
0.01% 198
2018
Q2
$8K Sell
100
-100
-50% -$8K 0.01% 222
2018
Q1
$15K Buy
+200
New +$15K 0.01% 205