Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9K Buy
25
+9
+56% +$4.29K ﹤0.01% 1752
2025
Q1
$5.87K Sell
16
-18
-53% -$6.61K ﹤0.01% 1971
2024
Q4
$13.7K Sell
34
-19
-36% -$7.68K ﹤0.01% 1638
2024
Q3
$26.7K Sell
53
-1
-2% -$505 ﹤0.01% 1360
2024
Q2
$23.2K Sell
54
-1
-2% -$430 ﹤0.01% 1398
2024
Q1
$20.8K Sell
55
-1
-2% -$379 ﹤0.01% 1424
2023
Q4
$18.1K Sell
56
-1
-2% -$324 ﹤0.01% 1439
2023
Q3
$17.9K Sell
57
-2
-3% -$628 ﹤0.01% 1397
2023
Q2
$20.1K Sell
59
-1
-2% -$341 ﹤0.01% 1357
2023
Q1
$17.8K Sell
60
-5
-8% -$1.48K ﹤0.01% 1377
2022
Q4
$20K Buy
65
+7
+12% +$2.15K ﹤0.01% 1290
2022
Q3
$15K Sell
58
-10
-15% -$2.59K ﹤0.01% 1295
2022
Q2
$19K Buy
+68
New +$19K ﹤0.01% 1251
2022
Q1
Sell
-2,515
Closed -$677K 352
2021
Q4
$677K Sell
2,515
-6
-0.2% -$1.62K 0.09% 220
2021
Q3
$661K Sell
2,521
-1
-0% -$262 0.1% 217
2021
Q2
$643K Buy
2,522
+100
+4% +$25.5K 0.1% 219
2021
Q1
$597K Sell
2,422
-208
-8% -$51.3K 0.1% 224
2020
Q4
$655K Sell
2,630
-1
-0% -$249 0.11% 206
2020
Q3
$560K Buy
2,631
+1,484
+129% +$316K 0.11% 205
2020
Q2
$251K Buy
+1,147
New +$251K 0.05% 302