Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.6K Buy
1,527
+141
+10% +$1.53K ﹤0.01% 299
2025
Q1
$13.9K Buy
1,386
+699
+102% +$7.01K ﹤0.01% 306
2024
Q4
$6.8K Hold
687
﹤0.01% 393
2024
Q3
$7.26K Hold
687
﹤0.01% 378
2024
Q2
$8.62K Hold
687
﹤0.01% 345
2024
Q1
$9.12K Sell
687
-1,649
-71% -$21.9K ﹤0.01% 323
2023
Q4
$28.5K Sell
2,336
-2,720
-54% -$33.2K 0.01% 206
2023
Q3
$62.8K Buy
5,056
+2,750
+119% +$34.2K 0.02% 131
2023
Q2
$34.9K Sell
2,306
-986
-30% -$14.9K 0.01% 185
2023
Q1
$41.5K Buy
3,292
+1,067
+48% +$13.4K 0.01% 156
2022
Q4
$25.9K Buy
2,225
+11
+0.5% +$128 0.01% 190
2022
Q3
$25K Buy
2,214
+10
+0.5% +$113 0.01% 183
2022
Q2
$25K Buy
2,204
+7
+0.3% +$79 0.01% 178
2022
Q1
$37K Buy
2,197
+6
+0.3% +$101 0.01% 166
2021
Q4
$46K Sell
2,191
-402
-16% -$8.44K 0.01% 143
2021
Q3
$37K Hold
2,593
0.01% 145
2021
Q2
$39K Hold
2,593
0.01% 141
2021
Q1
$32K Sell
2,593
-1,000
-28% -$12.3K 0.01% 150
2020
Q4
$32K Hold
3,593
0.01% 135
2020
Q3
$24K Hold
3,593
0.01% 151
2020
Q2
$22K Buy
3,593
+1,045
+41% +$6.4K 0.01% 158
2020
Q1
$13K Buy
2,548
+21
+0.8% +$107 0.01% 178
2019
Q4
$24K Buy
+2,527
New +$24K 0.02% 161