Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02K Sell
12
-44
-79% -$3.74K ﹤0.01% 774
2025
Q1
$4.06K Buy
56
+20
+56% +$1.45K ﹤0.01% 637
2024
Q4
$2.52K Sell
36
-130
-78% -$9.09K ﹤0.01% 672
2024
Q3
$17.1K Buy
166
+4
+2% +$413 ﹤0.01% 452
2024
Q2
$18.8K Sell
162
-1
-0.6% -$116 ﹤0.01% 427
2024
Q1
$18.7K Sell
163
-503
-76% -$57.8K ﹤0.01% 432
2023
Q4
$75K Sell
666
-517
-44% -$58.2K 0.01% 255
2023
Q3
$113K Buy
1,183
+3
+0.3% +$286 0.02% 190
2023
Q2
$120K Buy
1,180
+6
+0.5% +$612 0.02% 192
2023
Q1
$119K Sell
1,174
-541
-32% -$55K 0.02% 186
2022
Q4
$155K Sell
1,715
-65
-4% -$5.89K 0.02% 143
2022
Q3
$141K Buy
1,780
+194
+12% +$15.4K 0.02% 144
2022
Q2
$150K Buy
1,586
+1,465
+1,211% +$139K 0.03% 147
2022
Q1
$15K Buy
121
+100
+476% +$12.4K ﹤0.01% 378
2021
Q4
$3K Sell
21
-10
-32% -$1.43K ﹤0.01% 642
2021
Q3
$5K Buy
31
+14
+82% +$2.26K ﹤0.01% 599
2021
Q2
$3K Buy
17
+14
+467% +$2.47K ﹤0.01% 594
2021
Q1
$1K Buy
+3
New +$1K ﹤0.01% 418
2015
Q3
Sell
-190
Closed -$15K 365
2015
Q2
$15K Buy
190
+21
+12% +$1.66K 0.01% 274
2015
Q1
$13K Buy
+169
New +$13K 0.01% 265