Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94K Buy
337
+2
+0.6% +$558 0.01% 155
2025
Q1
$104K Hold
335
0.02% 139
2024
Q4
$87.3K Hold
335
0.02% 145
2024
Q3
$108K Sell
335
-23
-6% -$7.41K 0.02% 125
2024
Q2
$112K Buy
358
+234
+189% +$73.1K 0.02% 113
2024
Q1
$35.3K Hold
124
0.01% 191
2023
Q4
$35.7K Hold
124
0.01% 186
2023
Q3
$33.3K Hold
124
0.01% 178
2023
Q2
$27.5K Buy
124
+104
+520% +$23.1K 0.01% 209
2023
Q1
$4.84K Sell
20
-211
-91% -$51K ﹤0.01% 388
2022
Q4
$60.7K Sell
231
-20
-8% -$5.26K 0.02% 124
2022
Q3
$57K Buy
251
+2
+0.8% +$454 0.02% 113
2022
Q2
$61K Sell
249
-5
-2% -$1.23K 0.02% 111
2022
Q1
$62K Buy
254
+22
+9% +$5.37K 0.02% 121
2021
Q4
$52K Buy
232
+1
+0.4% +$224 0.02% 133
2021
Q3
$49K Buy
231
+2
+0.9% +$424 0.02% 124
2021
Q2
$56K Buy
229
+2
+0.9% +$489 0.02% 113
2021
Q1
$57K Buy
227
+200
+741% +$50.2K 0.02% 103
2020
Q4
$7K Hold
27
﹤0.01% 274
2020
Q3
$7K Sell
27
-10
-27% -$2.59K ﹤0.01% 254
2020
Q2
$9K Hold
37
﹤0.01% 234
2020
Q1
$8K Hold
37
0.01% 229
2019
Q4
$9K Buy
+37
New +$9K 0.01% 265