Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.7K Sell
2,770
-12
-0.4% -$189 ﹤0.01% 1896
2025
Q1
$33K Buy
2,782
+12
+0.4% +$142 ﹤0.01% 1958
2024
Q4
$35.7K Buy
2,770
+2,000
+260% +$25.8K ﹤0.01% 1878
2024
Q3
$9.82K Buy
770
+264
+52% +$3.37K ﹤0.01% 2370
2024
Q2
$7.14K Hold
506
﹤0.01% 2392
2024
Q1
$9.79K Hold
506
﹤0.01% 2230
2023
Q4
$7.59K Buy
506
+100
+25% +$1.5K ﹤0.01% 2256
2023
Q3
$4.28K Buy
406
+190
+88% +$2K ﹤0.01% 2326
2023
Q2
$2.07K Hold
216
﹤0.01% 2539
2023
Q1
$2K Sell
216
-151
-41% -$1.4K ﹤0.01% 2552
2022
Q4
$4.04K Buy
367
+224
+157% +$2.47K ﹤0.01% 2285
2022
Q3
$2K Hold
143
﹤0.01% 2458
2022
Q2
$2K Buy
+143
New +$2K ﹤0.01% 2458
2021
Q4
$6K Sell
143
-550
-79% -$23.1K ﹤0.01% 2117
2021
Q3
$37K Buy
693
+14
+2% +$747 ﹤0.01% 1955
2021
Q2
$41K Buy
679
+83
+14% +$5.01K ﹤0.01% 1936
2021
Q1
$38K Buy
+596
New +$38K ﹤0.01% 1847