Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.4K Sell
89
-84
-49% -$32.5K ﹤0.01% 342
2025
Q1
$66.4K Buy
173
+59
+52% +$22.6K 0.01% 212
2024
Q4
$50.7K Buy
114
+8
+8% +$3.56K ﹤0.01% 187
2024
Q3
$54.9K Buy
+106
New +$54.9K ﹤0.01% 166
2023
Q4
Sell
-5
Closed -$2.55K 492
2023
Q3
$2.55K Sell
5
-23
-82% -$11.7K ﹤0.01% 438
2023
Q2
$13.7K Sell
28
-44
-61% -$21.5K ﹤0.01% 305
2023
Q1
$27.7K Buy
72
+53
+279% +$20.4K ﹤0.01% 240
2022
Q4
$6.39K Buy
+19
New +$6.39K ﹤0.01% 343
2022
Q1
Sell
-12
Closed -$7K 373
2021
Q4
$7K Hold
12
﹤0.01% 298
2021
Q3
$7K Hold
12
﹤0.01% 289
2021
Q2
$7K Hold
12
﹤0.01% 280
2021
Q1
$6K Hold
12
﹤0.01% 267
2020
Q4
$6K Buy
+12
New +$6K ﹤0.01% 271
2020
Q1
Sell
-160
Closed -$53K 348
2019
Q4
$53K Buy
+160
New +$53K 0.01% 165
2016
Q4
Sell
-124
Closed -$13K 323
2016
Q3
$13K Hold
124
﹤0.01% 235
2016
Q2
$12K Sell
124
-14
-10% -$1.36K ﹤0.01% 244
2016
Q1
$13K Buy
+138
New +$13K ﹤0.01% 264