Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-770
Closed -$48.9K 477
2025
Q1
$48.9K Buy
770
+20
+3% +$1.27K 0.02% 241
2024
Q4
$56.7K Buy
750
+126
+20% +$9.52K 0.02% 254
2024
Q3
$55.1K Buy
624
+130
+26% +$11.5K 0.02% 260
2024
Q2
$37.2K Buy
494
+101
+26% +$7.6K 0.01% 300
2024
Q1
$37K Buy
393
+160
+69% +$15K 0.01% 301
2023
Q4
$25.3K Buy
233
+20
+9% +$2.17K 0.01% 369
2023
Q3
$20.3K Buy
213
+96
+82% +$9.17K 0.01% 385
2023
Q2
$12.9K Sell
117
-8
-6% -$883 0.01% 454
2023
Q1
$15.3K Sell
125
-176
-58% -$21.6K 0.01% 377
2022
Q4
$35.2K Sell
301
-101
-25% -$11.8K 0.02% 258
2022
Q3
$33K Hold
402
0.02% 272
2022
Q2
$41K Sell
402
-25
-6% -$2.55K 0.02% 278
2022
Q1
$57K Hold
427
0.02% 255
2021
Q4
$71K Buy
427
+7
+2% +$1.16K 0.03% 246
2021
Q3
$61K Buy
+420
New +$61K 0.03% 258
2020
Q1
Sell
-371
Closed -$37K 419
2019
Q4
$37K Buy
+371
New +$37K 0.02% 299