Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.2K Buy
1,593
+953
+149% +$36.6K ﹤0.01% 998
2025
Q1
$24.8K Sell
640
-215
-25% -$8.34K ﹤0.01% 1276
2024
Q4
$28.9K Sell
855
-952
-53% -$32.2K ﹤0.01% 1082
2024
Q3
$73.9K Buy
1,807
+1,519
+527% +$62.1K ﹤0.01% 791
2024
Q2
$11.1K Sell
288
-797
-73% -$30.6K ﹤0.01% 1227
2024
Q1
$46.5K Buy
1,085
+200
+23% +$8.58K ﹤0.01% 707
2023
Q4
$32.8K Hold
885
﹤0.01% 732
2023
Q3
$32.1K Buy
885
+647
+272% +$23.5K ﹤0.01% 716
2023
Q2
$8.5K Sell
238
-390
-62% -$13.9K ﹤0.01% 980
2023
Q1
$22.3K Buy
628
+390
+164% +$13.9K ﹤0.01% 714
2022
Q4
$8.35K Buy
238
+1
+0.4% +$35 ﹤0.01% 915
2022
Q3
$7K Buy
237
+1
+0.4% +$30 ﹤0.01% 875
2022
Q2
$13K Buy
236
+2
+0.9% +$110 ﹤0.01% 637
2022
Q1
$13K Buy
234
+4
+2% +$222 ﹤0.01% 593
2021
Q4
$13K Buy
230
+2
+0.9% +$113 ﹤0.01% 616
2021
Q3
$11K Buy
228
+3
+1% +$145 ﹤0.01% 577
2021
Q2
$11K Buy
225
+3
+1% +$147 ﹤0.01% 533
2021
Q1
$10K Sell
222
-13
-6% -$586 ﹤0.01% 542
2020
Q4
$11K Buy
235
+5
+2% +$234 ﹤0.01% 479
2020
Q3
$11K Buy
230
+41
+22% +$1.96K ﹤0.01% 422
2020
Q2
$10K Buy
189
+3
+2% +$159 ﹤0.01% 396
2020
Q1
$9K Buy
186
+2
+1% +$97 0.01% 306
2019
Q4
$11K Buy
184
+2
+1% +$120 0.01% 286
2019
Q3
$10K Buy
182
+2
+1% +$110 0.01% 307
2019
Q2
$9K Buy
180
+2
+1% +$100 0.01% 257
2019
Q1
$9K Buy
178
+3
+2% +$152 0.01% 245
2018
Q4
$8K Buy
+175
New +$8K 0.01% 240