Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.9K Sell
20
-4
-17% -$1.18K ﹤0.01% 333
2025
Q1
$5.97K Buy
24
+7
+41% +$1.74K ﹤0.01% 311
2024
Q4
$3.74K Buy
17
+2
+13% +$440 ﹤0.01% 335
2024
Q3
$3.32K Buy
15
+4
+36% +$884 ﹤0.01% 344
2024
Q2
$1.9K Sell
11
-1
-8% -$173 ﹤0.01% 366
2024
Q1
$2.29K Buy
+12
New +$2.29K ﹤0.01% 347
2022
Q2
Sell
-35
Closed -$5K 505
2022
Q1
$5K Sell
35
-320
-90% -$45.7K ﹤0.01% 424
2021
Q4
$46K Sell
355
-17
-5% -$2.2K 0.01% 276
2021
Q3
$50K Buy
372
+1
+0.3% +$134 0.02% 257
2021
Q2
$52K Sell
371
-1
-0.3% -$140 0.02% 253
2021
Q1
$47K Hold
372
0.02% 241
2020
Q4
$45K Hold
372
0.02% 224
2020
Q3
$43K Hold
372
0.02% 202
2020
Q2
$43K Sell
372
-259
-41% -$29.9K 0.02% 190
2020
Q1
$67K Buy
+631
New +$67K 0.05% 159