Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.6K Sell
707
-29
-4% -$1.54K ﹤0.01% 875
2025
Q1
$25.6K Sell
736
-46
-6% -$1.6K ﹤0.01% 836
2024
Q4
$27.3K Sell
782
-112
-13% -$3.91K ﹤0.01% 905
2024
Q3
$34.7K Buy
894
+549
+159% +$21.3K ﹤0.01% 791
2024
Q2
$12.2K Sell
345
-10
-3% -$354 ﹤0.01% 820
2024
Q1
$11.8K Sell
355
-3
-0.8% -$99 ﹤0.01% 851
2023
Q4
$15.6K Sell
358
-17
-5% -$743 ﹤0.01% 866
2023
Q3
$17.2K Sell
375
-2
-0.5% -$92 ﹤0.01% 862
2023
Q2
$18.8K Sell
377
-372
-50% -$18.6K ﹤0.01% 889
2023
Q1
$40.1K Sell
749
-134
-15% -$7.18K ﹤0.01% 835
2022
Q4
$60.4K Buy
+883
New +$60.4K ﹤0.01% 846
2021
Q4
Sell
-6,863
Closed -$339K 1238
2021
Q3
$339K Sell
6,863
-899
-12% -$44.4K ﹤0.01% 1076
2021
Q2
$369K Sell
7,762
-3,428
-31% -$163K ﹤0.01% 765
2021
Q1
$388K Sell
11,190
-1,451
-11% -$50.3K ﹤0.01% 974
2020
Q4
$376K Buy
+12,641
New +$376K ﹤0.01% 931