Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71K Sell
31
-11
-26% -$960 ﹤0.01% 383
2025
Q1
$2.87K Buy
42
+5
+14% +$341 ﹤0.01% 351
2024
Q4
$2.88K Buy
37
+27
+270% +$2.1K ﹤0.01% 348
2024
Q3
$670 Buy
10
+1
+11% +$67 ﹤0.01% 517
2024
Q2
$1.02K Hold
9
﹤0.01% 439
2024
Q1
$1.25K Buy
+9
New +$1.25K ﹤0.01% 384
2023
Q3
Sell
-6,145
Closed -$790K 440
2023
Q2
$790K Buy
6,145
+1,334
+28% +$171K 0.26% 126
2023
Q1
$559K Buy
+4,811
New +$559K 0.19% 150
2022
Q2
Sell
-40
Closed -$5K 483
2022
Q1
$5K Sell
40
-440
-92% -$55K ﹤0.01% 422
2021
Q4
$67K Buy
480
+80
+20% +$11.2K 0.02% 246
2021
Q3
$55K Hold
400
0.02% 249
2021
Q2
$43K Hold
400
0.02% 264
2021
Q1
$36K Sell
400
-52
-12% -$4.68K 0.01% 254
2020
Q4
$42K Sell
452
-5,672
-93% -$527K 0.02% 228
2020
Q3
$632K Buy
6,124
+84
+1% +$8.67K 0.3% 108
2020
Q2
$613K Buy
6,040
+5,640
+1,410% +$572K 0.33% 94
2020
Q1
$27K Buy
+400
New +$27K 0.02% 195