Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.4K Buy
710
+74
+12% +$5.26K 0.01% 489
2025
Q1
$40.4K Hold
636
0.01% 516
2024
Q4
$48.1K Hold
636
0.01% 487
2024
Q3
$56.2K Sell
636
-384
-38% -$33.9K 0.01% 461
2024
Q2
$76.9K Hold
1,020
0.02% 384
2024
Q1
$95.9K Hold
1,020
0.02% 333
2023
Q4
$111K Hold
1,020
0.03% 289
2023
Q3
$97.5K Sell
1,020
-28
-3% -$2.68K 0.03% 298
2023
Q2
$116K Buy
1,048
+136
+15% +$15K 0.04% 267
2023
Q1
$112K Sell
912
-15
-2% -$1.84K 0.04% 264
2022
Q4
$77.1K Hold
927
0.04% 293
2022
Q3
$77K Buy
927
+46
+5% +$3.82K 0.04% 297
2022
Q2
$89K Hold
881
0.05% 261
2022
Q1
$119K Buy
881
+265
+43% +$35.8K 0.06% 224
2021
Q4
$103K Buy
616
+55
+10% +$9.2K 0.05% 230
2021
Q3
$81K Buy
561
+24
+4% +$3.47K 0.05% 256
2021
Q2
$90K Hold
537
0.05% 243
2021
Q1
$71K Buy
537
+362
+207% +$47.9K 0.05% 229
2020
Q4
$25K Buy
+175
New +$25K 0.02% 337
2020
Q2
Sell
-152
Closed -$13K 437
2020
Q1
$13K Buy
+152
New +$13K 0.01% 375