Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.29K Sell
52
-27
-34% -$4.82K ﹤0.01% 533
2025
Q1
$12.7K Buy
79
+6
+8% +$962 ﹤0.01% 487
2024
Q4
$12.7K Sell
73
-2
-3% -$348 ﹤0.01% 485
2024
Q3
$17K Buy
75
+3
+4% +$679 ﹤0.01% 455
2024
Q2
$16.1K Buy
72
+1
+1% +$224 ﹤0.01% 461
2024
Q1
$18.2K Sell
71
-8
-10% -$2.05K ﹤0.01% 438
2023
Q4
$18K Buy
79
+12
+18% +$2.73K ﹤0.01% 447
2023
Q3
$13.5K Buy
67
+16
+31% +$3.23K ﹤0.01% 452
2023
Q2
$9.36K Sell
51
-10
-16% -$1.84K ﹤0.01% 525
2023
Q1
$11.9K Buy
61
+9
+17% +$1.75K ﹤0.01% 484
2022
Q4
$9.29K Buy
52
+9
+21% +$1.61K ﹤0.01% 469
2022
Q3
$7K Buy
43
+33
+330% +$5.37K ﹤0.01% 498
2022
Q2
$2K Sell
10
-23
-70% -$4.6K ﹤0.01% 615
2022
Q1
$6K Sell
33
-10
-23% -$1.82K ﹤0.01% 562
2021
Q4
$9K Buy
43
+6
+16% +$1.26K ﹤0.01% 475
2021
Q3
$7K Buy
37
+27
+270% +$5.11K ﹤0.01% 501
2021
Q2
$2K Buy
+10
New +$2K ﹤0.01% 617
2019
Q4
Sell
-46
Closed -$6K 369
2019
Q3
$6K Hold
46
﹤0.01% 269
2019
Q2
$5K Sell
46
-36
-44% -$3.91K ﹤0.01% 273
2019
Q1
$8K Buy
+82
New +$8K ﹤0.01% 247
2018
Q4
Sell
-52
Closed -$5K 326
2018
Q3
$5K Buy
+52
New +$5K ﹤0.01% 297