Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.4K Sell
446
-50
-10% -$2.51K ﹤0.01% 1376
2025
Q1
$23.4K Hold
496
﹤0.01% 1266
2024
Q4
$26.2K Sell
496
-268
-35% -$14.2K ﹤0.01% 1227
2024
Q3
$42.4K Buy
764
+56
+8% +$3.11K ﹤0.01% 1060
2024
Q2
$41.8K Buy
708
+4
+0.6% +$236 ﹤0.01% 990
2024
Q1
$48.4K Buy
704
+6
+0.9% +$412 ﹤0.01% 964
2023
Q4
$56.6K Buy
698
+102
+17% +$8.27K ﹤0.01% 873
2023
Q3
$38.5K Sell
596
-172
-22% -$11.1K ﹤0.01% 963
2023
Q2
$65K Sell
768
-12
-2% -$1.02K ﹤0.01% 781
2023
Q1
$86.8K Sell
780
-38
-5% -$4.23K ﹤0.01% 687
2022
Q4
$98K Buy
818
+14
+2% +$1.68K ﹤0.01% 616
2022
Q3
$79K Buy
804
+22
+3% +$2.16K ﹤0.01% 681
2022
Q2
$56K Buy
782
+687
+723% +$49.2K ﹤0.01% 887
2022
Q1
$12K Sell
95
-810
-90% -$102K ﹤0.01% 1041
2021
Q4
$196K Sell
905
-32
-3% -$6.93K 0.01% 499
2021
Q3
$194K Buy
937
+179
+24% +$37.1K 0.01% 510
2021
Q2
$155K Buy
758
+242
+47% +$49.5K 0.01% 445
2021
Q1
$103K Sell
516
-178
-26% -$35.5K 0.01% 501
2020
Q4
$122K Sell
694
-141
-17% -$24.8K 0.01% 393
2020
Q3
$101K Buy
835
+194
+30% +$23.5K 0.01% 401
2020
Q2
$67K Hold
641
0.01% 459
2020
Q1
$23K Hold
641
﹤0.01% 674
2019
Q4
$27K Buy
641
+264
+70% +$11.1K ﹤0.01% 755
2019
Q3
$20K Hold
377
﹤0.01% 843
2019
Q2
$22K Hold
377
﹤0.01% 838
2019
Q1
$24K Hold
377
﹤0.01% 761
2018
Q4
$17K Hold
377
﹤0.01% 854
2018
Q3
$18K Buy
+377
New +$18K ﹤0.01% 909