Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.6K Sell
841
-60
-7% -$4.47K 0.01% 505
2025
Q1
$61K Buy
901
+151
+20% +$10.2K 0.01% 483
2024
Q4
$46.5K Buy
750
+90
+14% +$5.58K 0.01% 533
2024
Q3
$43K Buy
660
+27
+4% +$1.76K 0.01% 534
2024
Q2
$34K Sell
633
-10
-2% -$537 0.01% 562
2024
Q1
$33.9K Buy
643
+75
+13% +$3.96K 0.01% 555
2023
Q4
$24.8K Buy
+568
New +$24.8K ﹤0.01% 592
2023
Q3
Sell
-1,358
Closed -$60.7K 433
2023
Q2
$60.7K Buy
1,358
+20
+1% +$894 0.01% 401
2023
Q1
$59.4K Sell
1,338
-170
-11% -$7.54K 0.01% 411
2022
Q4
$62.5K Buy
1,508
+806
+115% +$33.4K 0.02% 372
2022
Q3
$26K Buy
702
+215
+44% +$7.96K 0.01% 480
2022
Q2
$20K Buy
487
+221
+83% +$9.08K 0.01% 541
2022
Q1
$15K Sell
266
-955
-78% -$53.9K ﹤0.01% 618
2021
Q4
$81K Buy
1,221
+1,027
+529% +$68.1K 0.02% 278
2021
Q3
$10K Sell
194
-1,026
-84% -$52.9K 0.01% 295
2021
Q2
$86K Buy
1,220
+595
+95% +$41.9K 0.02% 262
2021
Q1
$38K Buy
625
+431
+222% +$26.2K 0.01% 304
2020
Q4
$10K Hold
194
0.01% 297
2020
Q3
$10K Buy
194
+1
+0.5% +$52 0.01% 295
2020
Q2
$10K Buy
193
+120
+164% +$6.22K 0.01% 259
2020
Q1
$2K Buy
+73
New +$2K ﹤0.01% 290