Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.2K Sell
372
-306
-45% -$30.6K ﹤0.01% 1155
2025
Q1
$71.3K Buy
678
+108
+19% +$11.4K ﹤0.01% 790
2024
Q4
$44.9K Buy
570
+16
+3% +$1.26K ﹤0.01% 989
2024
Q3
$41.2K Buy
554
+48
+9% +$3.57K ﹤0.01% 1072
2024
Q2
$47.4K Buy
506
+41
+9% +$3.84K ﹤0.01% 943
2024
Q1
$48.6K Sell
465
-22
-5% -$2.3K ﹤0.01% 961
2023
Q4
$44.1K Buy
487
+74
+18% +$6.7K ﹤0.01% 995
2023
Q3
$33.7K Buy
413
+46
+13% +$3.75K ﹤0.01% 1030
2023
Q2
$25.5K Buy
367
+3
+0.8% +$208 ﹤0.01% 1173
2023
Q1
$31.4K Buy
364
+8
+2% +$690 ﹤0.01% 1097
2022
Q4
$24.3K Buy
356
+235
+194% +$16.1K ﹤0.01% 1188
2022
Q3
$7K Sell
121
-237
-66% -$13.7K ﹤0.01% 1652
2022
Q2
$32K Buy
358
+307
+602% +$27.4K ﹤0.01% 1106
2022
Q1
$8K Sell
51
-495
-91% -$77.6K ﹤0.01% 1175
2021
Q4
$121K Sell
546
-37
-6% -$8.2K ﹤0.01% 623
2021
Q3
$137K Buy
583
+5
+0.9% +$1.18K ﹤0.01% 588
2021
Q2
$140K Buy
578
+304
+111% +$73.6K 0.01% 464
2021
Q1
$60K Buy
274
+63
+30% +$13.8K ﹤0.01% 673
2020
Q4
$52K Hold
211
﹤0.01% 591
2020
Q3
$44K Hold
211
﹤0.01% 575
2020
Q2
$42K Hold
211
﹤0.01% 568
2020
Q1
$24K Buy
+211
New +$24K ﹤0.01% 667