Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4K Sell
121
-304
-72% -$31.3K ﹤0.01% 2388
2025
Q1
$39.3K Sell
425
-100
-19% -$9.25K ﹤0.01% 1763
2024
Q4
$49.2K Buy
525
+278
+113% +$26K ﹤0.01% 1638
2024
Q3
$24.2K Sell
247
-121
-33% -$11.8K ﹤0.01% 1973
2024
Q2
$36K Buy
368
+192
+109% +$18.8K ﹤0.01% 1680
2024
Q1
$21.7K Sell
176
-178
-50% -$21.9K ﹤0.01% 1934
2023
Q4
$43K Sell
354
-5
-1% -$607 ﹤0.01% 1499
2023
Q3
$42.5K Sell
359
-2
-0.6% -$237 ﹤0.01% 1467
2023
Q2
$47.4K Buy
361
+16
+5% +$2.1K ﹤0.01% 1425
2023
Q1
$46.6K Buy
345
+229
+197% +$31K ﹤0.01% 1404
2022
Q4
$16.1K Sell
116
-11
-9% -$1.53K ﹤0.01% 1808
2022
Q3
$12K Sell
127
-23
-15% -$2.17K ﹤0.01% 1888
2022
Q2
$15K Sell
150
-13
-8% -$1.3K ﹤0.01% 1769
2022
Q1
$24K Buy
163
+34
+26% +$5.01K ﹤0.01% 1621
2021
Q4
$15K Sell
129
-133
-51% -$15.5K ﹤0.01% 1909
2021
Q3
$32K Buy
262
+94
+56% +$11.5K ﹤0.01% 1480
2021
Q2
$22K Buy
168
+21
+14% +$2.75K ﹤0.01% 1604
2021
Q1
$21K Buy
147
+42
+40% +$6K ﹤0.01% 1534
2020
Q4
$11K Buy
105
+66
+169% +$6.91K ﹤0.01% 1714
2020
Q3
$3K Hold
39
﹤0.01% 2142
2020
Q2
$2K Sell
39
-179
-82% -$9.18K ﹤0.01% 2151
2020
Q1
$10K Buy
218
+113
+108% +$5.18K ﹤0.01% 1592
2019
Q4
$8K Hold
105
﹤0.01% 1786
2019
Q3
$8K Buy
105
+33
+46% +$2.51K ﹤0.01% 1730
2019
Q2
$6K Buy
+72
New +$6K ﹤0.01% 1737
2018
Q4
Sell
-26
Closed -$2K 2102
2018
Q3
$2K Buy
+26
New +$2K ﹤0.01% 1974