Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.2K Sell
238
-25
-10% -$3.81K ﹤0.01% 423
2025
Q1
$38.6K Hold
263
0.01% 402
2024
Q4
$34K Sell
263
-153
-37% -$19.8K ﹤0.01% 418
2024
Q3
$56.9K Sell
416
-80
-16% -$10.9K 0.01% 319
2024
Q2
$50.7K Buy
496
+321
+183% +$32.8K 0.01% 338
2024
Q1
$15.5K Sell
175
-395
-69% -$35K ﹤0.01% 455
2023
Q4
$52.1K Hold
570
0.01% 274
2023
Q3
$44.7K Buy
570
+418
+275% +$32.7K 0.01% 287
2023
Q2
$12.7K Buy
152
+23
+18% +$1.92K ﹤0.01% 483
2023
Q1
$11.4K Sell
129
-97
-43% -$8.54K ﹤0.01% 496
2022
Q4
$22.7K Sell
226
-50
-18% -$5.01K 0.01% 345
2022
Q3
$26K Hold
276
0.01% 318
2022
Q2
$30K Buy
276
+52
+23% +$5.65K 0.01% 353
2022
Q1
$28K Sell
224
-351
-61% -$43.9K 0.01% 392
2021
Q4
$85K Buy
575
+391
+213% +$57.8K 0.02% 236
2021
Q3
$27K Hold
184
0.01% 373
2021
Q2
$30K Buy
184
+42
+30% +$6.85K 0.01% 352
2021
Q1
$23K Hold
142
0.01% 361
2020
Q4
$21K Hold
142
0.01% 348
2020
Q3
$19K Hold
142
0.01% 316
2020
Q2
$19K Buy
142
+3
+2% +$401 0.01% 309
2020
Q1
$16K Buy
+139
New +$16K 0.01% 319