Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.5K Hold
128
﹤0.01% 198
2025
Q1
$18.8K Hold
128
﹤0.01% 176
2024
Q4
$16.5K Sell
128
-15
-10% -$1.94K ﹤0.01% 184
2024
Q3
$14.6K Hold
143
﹤0.01% 178
2024
Q2
$14.6K Sell
143
-4
-3% -$409 ﹤0.01% 178
2024
Q1
$13K Sell
147
-957
-87% -$84.9K ﹤0.01% 194
2023
Q4
$101K Buy
1,104
+1,086
+6,033% +$99.3K 0.03% 92
2023
Q3
$1.41K Hold
18
﹤0.01% 303
2023
Q2
$1.5K Hold
18
﹤0.01% 297
2023
Q1
$1.58K Hold
18
﹤0.01% 297
2022
Q4
$1.8K Hold
18
﹤0.01% 255
2022
Q3
$2K Hold
18
﹤0.01% 269
2022
Q2
$2K Hold
18
﹤0.01% 246
2022
Q1
$2K Sell
18
-359
-95% -$39.9K ﹤0.01% 212
2021
Q4
$56K Hold
377
0.01% 94
2021
Q3
$55K Buy
377
+180
+91% +$26.3K 0.02% 97
2021
Q2
$33K Sell
197
-37
-16% -$6.2K 0.01% 116
2021
Q1
$38K Buy
234
+37
+19% +$6.01K 0.01% 111
2020
Q4
$29K Buy
197
+18
+10% +$2.65K 0.01% 101
2020
Q3
$24K Buy
+179
New +$24K 0.01% 78