Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.54K Buy
+24
New +$4.54K ﹤0.01% 2946
2024
Q4
$20.9K Buy
53
+20
+61% +$7.87K ﹤0.01% 2063
2024
Q3
$11K Sell
33
-1
-3% -$334 ﹤0.01% 2257
2024
Q2
$8.31K Sell
34
-32
-48% -$7.82K ﹤0.01% 2399
2024
Q1
$23K Sell
66
-75
-53% -$26.1K ﹤0.01% 1749
2023
Q4
$36.4K Buy
141
+77
+120% +$19.9K ﹤0.01% 1502
2023
Q3
$15.9K Sell
64
-50
-44% -$12.4K ﹤0.01% 1748
2023
Q2
$37.6K Hold
114
﹤0.01% 1411
2023
Q1
$29.2K Buy
114
+55
+93% +$14.1K ﹤0.01% 1480
2022
Q4
$15.8K Sell
59
-36
-38% -$9.62K ﹤0.01% 1576
2022
Q3
$24K Buy
95
+36
+61% +$9.1K ﹤0.01% 1319
2022
Q2
$13K Sell
59
-100
-63% -$22K ﹤0.01% 1529
2022
Q1
$39K Buy
+159
New +$39K ﹤0.01% 1097
2021
Q4
Sell
-52
Closed -$35K 1449
2021
Q3
$35K Hold
52
﹤0.01% 982
2021
Q2
$35K Buy
52
+8
+18% +$5.39K ﹤0.01% 997
2021
Q1
$26K Hold
44
﹤0.01% 1028
2020
Q4
$20K Hold
44
﹤0.01% 1036
2020
Q3
$17K Hold
44
﹤0.01% 982
2020
Q2
$11K Hold
44
﹤0.01% 1094
2020
Q1
$4K Hold
44
﹤0.01% 1295
2019
Q4
$9K Buy
44
+20
+83% +$4.09K ﹤0.01% 1178
2019
Q3
$4K Hold
24
﹤0.01% 1360
2019
Q2
$3K Buy
+24
New +$3K ﹤0.01% 1394