Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88K Sell
3,347
-106
-3% -$2.79K ﹤0.01% 4265
2025
Q1
$68.8K Buy
3,453
+100
+3% +$1.99K ﹤0.01% 4452
2024
Q4
$88.1K Buy
3,353
+3,271
+3,989% +$86K ﹤0.01% 4266
2024
Q3
$2.17K Buy
82
+50
+156% +$1.32K ﹤0.01% 6411
2024
Q2
$757 Sell
32
-39
-55% -$923 ﹤0.01% 6695
2024
Q1
$1.71K Buy
71
+1
+1% +$24 ﹤0.01% 6371
2023
Q4
$1.3K Sell
70
-30
-30% -$555 ﹤0.01% 6525
2023
Q3
$1.41K Buy
100
+15
+18% +$211 ﹤0.01% 6599
2023
Q2
$1.61K Hold
85
﹤0.01% 6613
2023
Q1
$1.79K Hold
85
﹤0.01% 6649
2022
Q4
$1K Sell
85
-225
-73% -$2.65K ﹤0.01% 6905
2022
Q3
$5K Buy
310
+30
+11% +$484 ﹤0.01% 6350
2022
Q2
$7K Buy
280
+40
+17% +$1K ﹤0.01% 6306
2022
Q1
$6K Sell
240
-390
-62% -$9.75K ﹤0.01% 6356
2021
Q4
$13K Buy
630
+304
+93% +$6.27K ﹤0.01% 6065
2021
Q3
$8K Buy
326
+130
+66% +$3.19K ﹤0.01% 6323
2021
Q2
$7K Sell
196
-26
-12% -$929 ﹤0.01% 6234
2021
Q1
$9K Buy
222
+94
+73% +$3.81K ﹤0.01% 5911
2020
Q4
$6K Buy
128
+1
+0.8% +$47 ﹤0.01% 5664
2020
Q3
$2K Buy
127
+1
+0.8% +$16 ﹤0.01% 5828
2020
Q2
$3K Sell
126
-1
-0.8% -$24 ﹤0.01% 5625
2020
Q1
$3K Buy
+127
New +$3K ﹤0.01% 5505