Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.9K Hold
361
﹤0.01% 2186
2025
Q1
$20.7K Buy
361
+85
+31% +$4.88K ﹤0.01% 2177
2024
Q4
$13.6K Hold
276
﹤0.01% 2306
2024
Q3
$12.5K Buy
276
+31
+13% +$1.4K ﹤0.01% 2258
2024
Q2
$10.6K Hold
245
﹤0.01% 2237
2024
Q1
$9.62K Sell
245
-21
-8% -$825 ﹤0.01% 2235
2023
Q4
$10.8K Hold
266
﹤0.01% 2115
2023
Q3
$10.5K Hold
266
﹤0.01% 2017
2023
Q2
$10.5K Buy
266
+58
+28% +$2.29K ﹤0.01% 1999
2023
Q1
$7.09K Sell
208
-2
-1% -$68 ﹤0.01% 2160
2022
Q4
$6.53K Sell
210
-193
-48% -$6.01K ﹤0.01% 2134
2022
Q3
$13K Hold
403
﹤0.01% 1825
2022
Q2
$13K Buy
+403
New +$13K ﹤0.01% 1825
2021
Q4
$13K Sell
440
-963
-69% -$28.5K ﹤0.01% 1822
2021
Q3
$37K Sell
1,403
-1,107
-44% -$29.2K ﹤0.01% 1951
2021
Q2
$72K Sell
2,510
-2,788
-53% -$80K ﹤0.01% 1584
2021
Q1
$154K Buy
+5,298
New +$154K 0.01% 1092