Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.4K Buy
+645
New +$89.4K ﹤0.01% 1494
2024
Q4
$81.2K Sell
611
-84
-12% -$11.2K ﹤0.01% 1379
2024
Q3
$94.4K Sell
695
-18
-3% -$2.45K ﹤0.01% 1266
2024
Q2
$105K Buy
713
+349
+96% +$51.5K ﹤0.01% 1171
2024
Q1
$55.6K Buy
364
+208
+133% +$31.8K ﹤0.01% 1367
2023
Q4
$21.6K Buy
156
+12
+8% +$1.66K ﹤0.01% 1723
2023
Q3
$20.7K Buy
144
+10
+7% +$1.43K ﹤0.01% 1637
2023
Q2
$18.2K Buy
134
+4
+3% +$544 ﹤0.01% 1700
2023
Q1
$17.6K Sell
130
-3
-2% -$406 ﹤0.01% 1693
2022
Q4
$18.9K Sell
133
-6
-4% -$851 ﹤0.01% 1508
2022
Q3
$20K Buy
139
+118
+562% +$17K ﹤0.01% 1390
2022
Q2
$2K Buy
21
+3
+17% +$286 ﹤0.01% 2204
2022
Q1
$2K Buy
18
+10
+125% +$1.11K ﹤0.01% 2185
2021
Q4
$1K Buy
8
+2
+33% +$250 ﹤0.01% 233
2021
Q3
$0 Buy
6
+2
+50% ﹤0.01% 2018
2021
Q2
$0 Buy
+4
New ﹤0.01% 1889
2020
Q2
Sell
-533
Closed -$18K 1650
2020
Q1
$18K Buy
533
+4
+0.8% +$135 ﹤0.01% 828
2019
Q4
$35K Buy
529
+2
+0.4% +$132 0.01% 742
2019
Q3
$32K Buy
527
+2
+0.4% +$121 0.01% 738
2019
Q2
$33K Buy
+525
New +$33K 0.01% 720
2017
Q2
Sell
-23
Closed -$1K 1151
2017
Q1
$1K Buy
+23
New +$1K ﹤0.01% 1058