Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8K Hold
112
﹤0.01% 2981
2025
Q1
$18.6K Hold
112
﹤0.01% 2887
2024
Q4
$18.5K Hold
112
﹤0.01% 2831
2024
Q3
$14.9K Sell
112
-44
-28% -$5.85K ﹤0.01% 2812
2024
Q2
$19.6K Hold
156
﹤0.01% 2632
2024
Q1
$22.9K Hold
156
﹤0.01% 2588
2023
Q4
$18.2K Buy
156
+100
+179% +$11.7K ﹤0.01% 2601
2023
Q3
$4.88K Sell
56
-13
-19% -$1.13K ﹤0.01% 2822
2023
Q2
$11.3K Hold
69
﹤0.01% 2558
2023
Q1
$12.7K Sell
69
-222
-76% -$40.8K ﹤0.01% 2499
2022
Q4
$29.5K Buy
+291
New +$29.5K ﹤0.01% 1973
2022
Q1
Sell
-1,581
Closed -$463K 1421
2021
Q4
$463K Buy
1,581
+25
+2% +$7.32K 0.01% 1114
2021
Q3
$421K Buy
1,556
+68
+5% +$18.4K 0.01% 795
2021
Q2
$361K Sell
1,488
-502
-25% -$122K 0.01% 827
2021
Q1
$457K Buy
1,990
+57
+3% +$13.1K 0.01% 683
2020
Q4
$519K Buy
1,933
+187
+11% +$50.2K 0.02% 612
2020
Q3
$412K Buy
1,746
+79
+5% +$18.6K 0.01% 631
2020
Q2
$380K Buy
+1,667
New +$380K 0.01% 611