Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.2K Hold
815
0.01% 469
2025
Q1
$39.6K Sell
815
-269
-25% -$13.1K 0.01% 462
2024
Q4
$52.9K Sell
1,084
-57
-5% -$2.78K 0.02% 412
2024
Q3
$70.9K Hold
1,141
0.02% 354
2024
Q2
$65.1K Hold
1,141
0.02% 352
2024
Q1
$65.8K Hold
1,141
0.02% 352
2023
Q4
$77.9K Sell
1,141
-982
-46% -$67.1K 0.03% 308
2023
Q3
$121K Hold
2,123
0.04% 234
2023
Q2
$127K Hold
2,123
0.04% 236
2023
Q1
$135K Buy
2,123
+1,662
+361% +$105K 0.05% 219
2022
Q4
$29K Sell
461
-1,407
-75% -$88.5K 0.01% 418
2022
Q3
$93K Sell
1,868
-116
-6% -$5.78K 0.04% 239
2022
Q2
$111K Sell
1,984
-240
-11% -$13.4K 0.05% 218
2022
Q1
$153K Buy
2,224
+1,442
+184% +$99.2K 0.05% 202
2021
Q4
$42K Buy
782
+66
+9% +$3.55K 0.01% 378
2021
Q3
$34K Buy
+716
New +$34K 0.01% 395
2020
Q1
Sell
-262
Closed -$13K 667
2019
Q4
$13K Sell
262
-86
-25% -$4.27K 0.01% 494
2019
Q3
$15K Buy
348
+86
+33% +$3.71K 0.01% 491
2019
Q2
$14K Buy
262
+80
+44% +$4.28K 0.01% 491
2019
Q1
$9K Hold
182
0.01% 548
2018
Q4
$8K Buy
+182
New +$8K ﹤0.01% 564