Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.6K Sell
559
-346
-38% -$25.8K 0.05% 134
2025
Q1
$61.3K Sell
905
-13
-1% -$880 0.06% 195
2024
Q4
$56.9K Hold
918
0.05% 208
2024
Q3
$59.8K Buy
918
+13
+1% +$846 0.05% 214
2024
Q2
$48.6K Hold
905
0.05% 227
2024
Q1
$47.8K Buy
+905
New +$47.8K 0.04% 250
2023
Q4
Sell
-1,076
Closed -$47.4K 247
2023
Q3
$47.4K Buy
1,076
+211
+24% +$9.3K 0.04% 243
2023
Q2
$38.7K Hold
865
0.04% 242
2023
Q1
$38.4K Hold
865
0.04% 247
2022
Q4
$36K Sell
865
-1,086
-56% -$45.2K 0.03% 254
2022
Q3
$72K Buy
1,951
+1,392
+249% +$51.4K 0.07% 158
2022
Q2
$23K Sell
559
-350
-39% -$14.4K 0.02% 350
2022
Q1
$52K Buy
909
+350
+63% +$20K 0.04% 216
2021
Q4
$37 Hold
559
0.02% 175
2021
Q3
$39K Hold
559
0.04% 164
2021
Q2
$39K Hold
559
0.04% 164
2021
Q1
$34K Hold
559
0.04% 172
2020
Q4
$28K Hold
559
0.03% 182
2020
Q3
$29K Hold
559
0.03% 183
2020
Q2
$29K Hold
559
0.03% 183
2020
Q1
$17K Hold
559
0.02% 211
2019
Q4
$20K Hold
559
0.01% 231
2019
Q3
$22K Hold
559
0.02% 222
2019
Q2
$22K Sell
559
-116
-17% -$4.57K 0.02% 217
2019
Q1
$25K Buy
+675
New +$25K 0.02% 211