Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.3K Buy
193
+67
+53% +$10.5K ﹤0.01% 1280
2025
Q1
$16.2K Buy
126
+41
+48% +$5.28K ﹤0.01% 1438
2024
Q4
$12.1K Buy
85
+1
+1% +$142 ﹤0.01% 1415
2024
Q3
$12.6K Hold
84
﹤0.01% 1372
2024
Q2
$10.9K Sell
84
-87
-51% -$11.3K ﹤0.01% 1237
2024
Q1
$23.3K Buy
171
+136
+389% +$18.5K ﹤0.01% 856
2023
Q4
$4.19K Hold
35
﹤0.01% 1222
2023
Q3
$3.44K Sell
35
-362
-91% -$35.6K ﹤0.01% 1256
2023
Q2
$37.1K Buy
397
+36
+10% +$3.36K ﹤0.01% 613
2023
Q1
$31.2K Sell
361
-133
-27% -$11.5K ﹤0.01% 638
2022
Q4
$40K Buy
494
+2
+0.4% +$162 ﹤0.01% 563
2022
Q3
$32K Buy
492
+135
+38% +$8.78K ﹤0.01% 539
2022
Q2
$24K Buy
357
+1
+0.3% +$67 ﹤0.01% 511
2022
Q1
$27K Hold
356
﹤0.01% 479
2021
Q4
$36K Buy
356
+2
+0.6% +$202 0.01% 441
2021
Q3
$30K Hold
354
0.01% 381
2021
Q2
$32K Buy
354
+1
+0.3% +$90 0.01% 356
2021
Q1
$32K Hold
353
0.01% 330
2020
Q4
$27K Buy
353
+2
+0.6% +$153 0.01% 309
2020
Q3
$21K Buy
351
+168
+92% +$10.1K 0.01% 310
2020
Q2
$11K Buy
+183
New +$11K 0.01% 377