Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.9K Buy
194
+134
+223% +$42.1K ﹤0.01% 1946
2025
Q1
$18.3K Buy
60
+1
+2% +$305 ﹤0.01% 2323
2024
Q4
$19.6K Sell
59
-93
-61% -$30.9K ﹤0.01% 2258
2024
Q3
$50.7K Sell
152
-469
-76% -$157K ﹤0.01% 1728
2024
Q2
$256K Buy
621
+456
+276% +$188K 0.01% 919
2024
Q1
$66.7K Sell
165
-162
-50% -$65.5K ﹤0.01% 1469
2023
Q4
$100K Buy
327
+156
+91% +$47.8K ﹤0.01% 1244
2023
Q3
$41.4K Buy
171
+101
+144% +$24.5K ﹤0.01% 1636
2023
Q2
$16.8K Sell
70
-52
-43% -$12.5K ﹤0.01% 2095
2023
Q1
$5.2K Sell
122
-45
-27% -$1.92K ﹤0.01% 2549
2022
Q4
$20K Buy
167
+83
+99% +$9.94K ﹤0.01% 2879
2022
Q3
$4K Buy
84
+62
+282% +$2.95K ﹤0.01% 4140
2022
Q2
$1K Hold
22
﹤0.01% 4381
2022
Q1
$1K Buy
22
+11
+100% +$500 ﹤0.01% 4381
2021
Q4
$2K Sell
11
-17
-61% -$3.09K ﹤0.01% 2765
2021
Q3
$5K Hold
28
﹤0.01% 2500
2021
Q2
$5K Sell
28
-11
-28% -$1.96K ﹤0.01% 2459
2021
Q1
$6K Sell
39
-66
-63% -$10.2K ﹤0.01% 2332
2020
Q4
$14K Hold
105
﹤0.01% 1926
2020
Q3
$12K Sell
105
-16
-13% -$1.83K ﹤0.01% 1837
2020
Q2
$11K Sell
121
-14
-10% -$1.27K ﹤0.01% 1779
2020
Q1
$11K Buy
135
+10
+8% +$815 ﹤0.01% 1719
2019
Q4
$10K Sell
125
-7
-5% -$560 ﹤0.01% 1916
2019
Q3
$10K Buy
+132
New +$10K ﹤0.01% 2076
2019
Q1
Hold
0
2959
2018
Q4
Hold
0
3685
2017
Q3
Sell
-43
Closed -$1K 4110
2017
Q2
$1K Buy
+43
New +$1K ﹤0.01% 3875