Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.7K Buy
411
+6
+1% +$1.03K ﹤0.01% 1112
2025
Q1
$62.6K Sell
405
-57
-12% -$8.81K ﹤0.01% 1097
2024
Q4
$84.8K Buy
462
+243
+111% +$44.6K ﹤0.01% 991
2024
Q3
$39.4K Buy
219
+13
+6% +$2.34K ﹤0.01% 1272
2024
Q2
$37.3K Buy
206
+59
+40% +$10.7K ﹤0.01% 1235
2024
Q1
$27.6K Buy
147
+4
+3% +$751 ﹤0.01% 1357
2023
Q4
$24.9K Buy
143
+40
+39% +$6.96K ﹤0.01% 1346
2023
Q3
$14.5K Buy
103
+6
+6% +$843 ﹤0.01% 1458
2023
Q2
$13.7K Buy
97
+38
+64% +$5.36K ﹤0.01% 1472
2023
Q1
$7.46K Buy
59
+45
+321% +$5.69K ﹤0.01% 1613
2022
Q4
$1.58K Sell
14
-59
-81% -$6.67K ﹤0.01% 1783
2022
Q3
$8K Sell
73
-163
-69% -$17.9K ﹤0.01% 1607
2022
Q2
$25K Sell
236
-74
-24% -$7.84K ﹤0.01% 1239
2022
Q1
$33K Buy
310
+58
+23% +$6.17K ﹤0.01% 1195
2021
Q4
$30K Buy
252
+3
+1% +$357 ﹤0.01% 1231
2021
Q3
$30K Buy
249
+63
+34% +$7.59K ﹤0.01% 1119
2021
Q2
$26K Hold
186
﹤0.01% 1134
2021
Q1
$25K Hold
186
﹤0.01% 1066
2020
Q4
$22K Buy
186
+185
+18,500% +$21.9K ﹤0.01% 1094
2020
Q3
$0 Hold
1
﹤0.01% 1814
2020
Q2
$0 Hold
1
﹤0.01% 1821
2020
Q1
$0 Hold
1
﹤0.01% 1882
2019
Q4
$0 Hold
1
﹤0.01% 1931
2019
Q3
$0 Hold
1
﹤0.01% 1822
2019
Q2
$0 Buy
+1
New ﹤0.01% 1864
2019
Q1
Sell
-1
Closed 1834
2018
Q4
$0 Hold
1
﹤0.01% 1905
2018
Q3
$0 Buy
+1
New ﹤0.01% 1910
2017
Q4
Sell
-173
Closed -$10K 1698
2017
Q3
$10K Hold
173
﹤0.01% 1363
2017
Q2
$10K Buy
173
+48
+38% +$2.78K ﹤0.01% 1293
2017
Q1
$7K Buy
+125
New +$7K ﹤0.01% 1217