Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.4K Sell
5,844
-751
-11% -$8.15K 0.01% 500
2025
Q1
$66.1K Buy
6,595
+2,096
+47% +$21K 0.01% 470
2024
Q4
$44.5K Buy
4,499
+2,148
+91% +$21.3K 0.01% 540
2024
Q3
$24.8K Sell
2,351
-1,019
-30% -$10.8K ﹤0.01% 621
2024
Q2
$42.3K Buy
3,370
+571
+20% +$7.16K 0.01% 528
2024
Q1
$37.2K Sell
2,799
-1,760
-39% -$23.4K 0.01% 538
2023
Q4
$55.6K Buy
+4,559
New +$55.6K 0.01% 454
2023
Q3
Sell
-3,877
Closed -$58.7K 478
2023
Q2
$58.7K Sell
3,877
-88
-2% -$1.33K 0.01% 412
2023
Q1
$50K Sell
3,965
-2,664
-40% -$33.6K 0.01% 444
2022
Q4
$77.1K Buy
6,629
+1,434
+28% +$16.7K 0.02% 324
2022
Q3
$58K Buy
5,195
+2,015
+63% +$22.5K 0.02% 328
2022
Q2
$35K Sell
3,180
-2,135
-40% -$23.5K 0.01% 433
2022
Q1
$90K Buy
5,315
+1,765
+50% +$29.9K 0.02% 280
2021
Q4
$74K Buy
+3,550
New +$74K 0.02% 294
2021
Q3
Sell
-4,945
Closed -$73K 527
2021
Q2
$73K Buy
4,945
+2,385
+93% +$35.2K 0.02% 290
2021
Q1
$31K Buy
+2,560
New +$31K 0.01% 335
2020
Q3
Sell
-100
Closed -$1K 361
2020
Q2
$1K Sell
100
-618
-86% -$6.18K ﹤0.01% 313
2020
Q1
$3K Buy
+718
New +$3K ﹤0.01% 285