Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.6K Buy
1,220
+21
+2% +$509 ﹤0.01% 134
2025
Q1
$30.4K Buy
1,199
+19
+2% +$481 0.01% 129
2024
Q4
$31.3K Buy
1,180
+19
+2% +$504 0.01% 131
2024
Q3
$33.6K Sell
1,161
-522
-31% -$15.1K 0.01% 130
2024
Q2
$47.1K Buy
1,683
+140
+9% +$3.92K 0.01% 125
2024
Q1
$42.8K Buy
1,543
+23
+2% +$638 0.01% 120
2023
Q4
$43.8K Sell
1,520
-793
-34% -$22.8K 0.01% 121
2023
Q3
$76.7K Buy
2,313
+26
+1% +$863 0.02% 98
2023
Q2
$83.9K Sell
2,287
-102
-4% -$3.74K 0.02% 94
2023
Q1
$97.5K Buy
2,389
+1,080
+83% +$44.1K 0.03% 89
2022
Q4
$67.1K Sell
1,309
-518
-28% -$26.5K 0.02% 100
2022
Q3
$80K Buy
1,827
+544
+42% +$23.8K 0.03% 90
2022
Q2
$67K Sell
1,283
-51
-4% -$2.66K 0.02% 99
2022
Q1
$69K Buy
1,334
+71
+6% +$3.67K 0.02% 104
2021
Q4
$75K Buy
1,263
+9
+0.7% +$534 0.02% 93
2021
Q3
$54K Buy
1,254
+11
+0.9% +$474 0.02% 107
2021
Q2
$49K Buy
1,243
+12
+1% +$473 0.02% 108
2021
Q1
$45K Buy
1,231
+477
+63% +$17.4K 0.02% 107
2020
Q4
$28K Sell
754
-1,589
-68% -$59K 0.01% 115
2020
Q3
$82K Buy
2,343
+23
+1% +$805 0.05% 74
2020
Q2
$72K Buy
2,320
+24
+1% +$745 0.04% 75
2020
Q1
$71K Buy
2,296
+25
+1% +$773 0.06% 69
2019
Q4
$84K Buy
+2,271
New +$84K 0.05% 77