Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$25.1K Buy
136
+1
+0.7% +$184 ﹤0.01% 1262
2024
Q4
$26.6K Buy
135
+13
+11% +$2.56K ﹤0.01% 1124
2024
Q3
$25.4K Sell
122
-1
-0.8% -$208 ﹤0.01% 1162
2024
Q2
$28.8K Sell
123
-9
-7% -$2.11K ﹤0.01% 1041
2024
Q1
$23.4K Buy
132
+19
+17% +$3.37K ﹤0.01% 1132
2023
Q4
$15.5K Buy
113
+11
+11% +$1.51K ﹤0.01% 1321
2023
Q3
$11.5K Hold
102
﹤0.01% 1339
2023
Q2
$12K Buy
102
+7
+7% +$821 ﹤0.01% 1356
2023
Q1
$9.93K Buy
95
+5
+6% +$522 ﹤0.01% 1459
2022
Q4
$7.35K Buy
90
+41
+84% +$3.35K ﹤0.01% 1591
2022
Q3
$4K Sell
49
-1
-2% -$82 ﹤0.01% 1778
2022
Q2
$4K Buy
50
+4
+9% +$320 ﹤0.01% 1667
2022
Q1
$5K Hold
46
﹤0.01% 1597
2021
Q4
$7K Hold
46
﹤0.01% 1405
2021
Q3
$5K Buy
46
+5
+12% +$543 ﹤0.01% 1250
2021
Q2
$4K Buy
41
+9
+28% +$878 ﹤0.01% 1377
2021
Q1
$3K Buy
+32
New +$3K ﹤0.01% 1437