Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.8K Buy
293
+26
+10% +$2.03K ﹤0.01% 1366
2025
Q1
$19.7K Buy
267
+63
+31% +$4.65K ﹤0.01% 1331
2024
Q4
$16.6K Buy
204
+37
+22% +$3.02K ﹤0.01% 1404
2024
Q3
$11.6K Buy
167
+91
+120% +$6.35K ﹤0.01% 1563
2024
Q2
$4.5K Sell
76
-856
-92% -$50.7K ﹤0.01% 1790
2024
Q1
$60.9K Sell
932
-911
-49% -$59.6K ﹤0.01% 863
2023
Q4
$133K Sell
1,843
-330
-15% -$23.7K ﹤0.01% 588
2023
Q3
$152K Sell
2,173
-775
-26% -$54.2K 0.01% 521
2023
Q2
$200K Sell
2,948
-186
-6% -$12.6K 0.01% 475
2023
Q1
$231K Buy
3,134
+276
+10% +$20.4K 0.01% 446
2022
Q4
$194K Buy
2,858
+169
+6% +$11.4K 0.01% 458
2022
Q3
$197K Buy
2,689
+238
+10% +$17.4K 0.01% 442
2022
Q2
$264K Buy
2,451
+2,448
+81,600% +$264K 0.01% 419
2022
Q1
$0 Sell
3
-749
-100% ﹤0.01% 2345
2021
Q4
$137K Buy
752
+356
+90% +$64.9K ﹤0.01% 589
2021
Q3
$103K Buy
396
+190
+92% +$49.4K ﹤0.01% 668
2021
Q2
$78K Buy
206
+120
+140% +$45.4K ﹤0.01% 630
2021
Q1
$27K Buy
86
+46
+115% +$14.4K ﹤0.01% 978
2020
Q4
$13K Hold
40
﹤0.01% 1018
2020
Q3
$18K Hold
40
﹤0.01% 857
2020
Q2
$10K Hold
40
﹤0.01% 1015
2020
Q1
$5K Buy
+40
New +$5K ﹤0.01% 1127