Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$848 Sell
32
-52
-62% -$1.38K ﹤0.01% 838
2025
Q1
$2.93K Sell
84
-31
-27% -$1.08K ﹤0.01% 785
2024
Q4
$4.62K Sell
115
-7
-6% -$281 ﹤0.01% 768
2024
Q3
$6.67K Hold
122
﹤0.01% 706
2024
Q2
$6.47K Hold
122
﹤0.01% 698
2024
Q1
$7.07K Buy
122
+7
+6% +$406 ﹤0.01% 666
2023
Q4
$6.31K Sell
115
-245
-68% -$13.4K ﹤0.01% 649
2023
Q3
$18.5K Buy
360
+3
+0.8% +$155 ﹤0.01% 495
2023
Q2
$19K Buy
357
+5
+1% +$266 ﹤0.01% 479
2023
Q1
$19.3K Sell
352
-1,419
-80% -$77.9K ﹤0.01% 477
2022
Q4
$89.3K Buy
1,771
+3
+0.2% +$151 0.01% 287
2022
Q3
$78K Buy
1,768
+232
+15% +$10.2K 0.01% 289
2022
Q2
$79K Sell
1,536
-66
-4% -$3.4K 0.01% 279
2022
Q1
$102K Buy
+1,602
New +$102K 0.01% 257
2021
Q4
Sell
-3,273
Closed -$188K 215
2021
Q3
$188K Buy
3,273
+31
+1% +$1.78K 0.02% 185
2021
Q2
$205K Buy
3,242
+1,339
+70% +$84.7K 0.02% 171
2021
Q1
$122K Buy
1,903
+1,785
+1,513% +$114K 0.01% 198
2020
Q4
$7K Hold
118
﹤0.01% 399
2020
Q3
$6K Sell
118
-248
-68% -$12.6K ﹤0.01% 404
2020
Q2
$15K Hold
366
﹤0.01% 329
2020
Q1
$11K Hold
366
﹤0.01% 360
2019
Q4
$20K Hold
366
﹤0.01% 329
2019
Q3
$17K Sell
366
-247
-40% -$11.5K ﹤0.01% 334
2019
Q2
$30K Buy
+613
New +$30K 0.01% 278