Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.6K Buy
1,062
+29
+3% +$153 ﹤0.01% 876
2025
Q1
$4.99K Sell
1,033
-125
-11% -$604 ﹤0.01% 897
2024
Q4
$9.76K Buy
1,158
+35
+3% +$295 ﹤0.01% 794
2024
Q3
$11.7K Sell
1,123
-11
-1% -$114 ﹤0.01% 732
2024
Q2
$13.2K Buy
1,134
+77
+7% +$894 ﹤0.01% 701
2024
Q1
$18.9K Buy
1,057
+14
+1% +$251 ﹤0.01% 649
2023
Q4
$19.1K Buy
+1,043
New +$19.1K ﹤0.01% 632
2023
Q3
Sell
-1,008
Closed -$15K 981
2023
Q2
$15K Buy
1,008
+16
+2% +$238 ﹤0.01% 664
2023
Q1
$15.3K Buy
992
+15
+2% +$231 ﹤0.01% 637
2022
Q4
$14.3K Sell
977
-2,464
-72% -$36K ﹤0.01% 616
2022
Q3
$45K Buy
3,441
+33
+1% +$432 0.01% 397
2022
Q2
$51K Buy
3,408
+17
+0.5% +$254 0.01% 370
2022
Q1
$68K Buy
3,391
+10
+0.3% +$201 0.02% 335
2021
Q4
$77K Buy
3,381
+81
+2% +$1.85K 0.02% 285
2021
Q3
$62K Sell
3,300
-25
-0.8% -$470 0.04% 160
2021
Q2
$78K Hold
3,325
0.02% 284
2021
Q1
$81K Buy
3,325
+25
+0.8% +$609 0.03% 208
2020
Q4
$77K Hold
3,300
0.05% 150
2020
Q3
$62K Hold
3,300
0.04% 160
2020
Q2
$50K Buy
+3,300
New +$50K 0.04% 164