Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.6K Sell
348
-522
-60% -$63.9K ﹤0.01% 1127
2025
Q1
$79.3K Buy
870
+704
+424% +$64.1K ﹤0.01% 855
2024
Q4
$19.1K Sell
166
-533
-76% -$61.3K ﹤0.01% 1232
2024
Q3
$82.9K Buy
699
+33
+5% +$3.91K ﹤0.01% 768
2024
Q2
$91.9K Sell
666
-72
-10% -$9.94K 0.01% 666
2024
Q1
$84.3K Sell
738
-33
-4% -$3.77K 0.01% 578
2023
Q4
$59K Buy
771
+53
+7% +$4.05K 0.01% 612
2023
Q3
$49.5K Buy
718
+3
+0.4% +$207 ﹤0.01% 615
2023
Q2
$38.7K Sell
715
-384
-35% -$20.8K ﹤0.01% 610
2023
Q1
$44.2K Buy
1,099
+393
+56% +$15.8K ﹤0.01% 582
2022
Q4
$28.4K Buy
706
+4
+0.6% +$161 ﹤0.01% 625
2022
Q3
$24K Buy
702
+642
+1,070% +$21.9K ﹤0.01% 588
2022
Q2
$3K Buy
60
+13
+28% +$650 ﹤0.01% 947
2022
Q1
$2K Hold
47
﹤0.01% 905
2021
Q4
$3K Buy
47
+10
+27% +$638 ﹤0.01% 894
2021
Q3
$2K Hold
37
﹤0.01% 774
2021
Q2
$2K Buy
+37
New +$2K ﹤0.01% 719
2020
Q4
Sell
-2
Closed 770
2020
Q3
$0 Buy
+2
New ﹤0.01% 741