Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.6K Buy
4,754
+1,970
+71% +$21.4K 0.03% 285
2025
Q1
$27.9K Sell
2,784
-3,663
-57% -$36.7K 0.01% 307
2024
Q4
$63.8K Buy
6,447
+9
+0.1% +$89 0.03% 257
2024
Q3
$68K Sell
6,438
-21,091
-77% -$223K 0.04% 250
2024
Q2
$345K Buy
27,529
+9,808
+55% +$123K 0.2% 116
2024
Q1
$235K Buy
17,721
+7
+0% +$93 0.14% 143
2023
Q4
$216K Sell
17,714
-31,916
-64% -$389K 0.14% 144
2023
Q3
$616K Sell
49,630
-810
-2% -$10.1K 0.44% 63
2023
Q2
$636K Hold
50,440
0.46% 62
2023
Q1
$636K Buy
50,440
+46,557
+1,199% +$587K 0.46% 62
2022
Q4
$45.2K Buy
3,883
+599
+18% +$6.97K 0.03% 250
2022
Q3
$37K Hold
3,284
0.03% 265
2022
Q2
$37K Hold
3,284
0.03% 272
2022
Q1
$56K Buy
3,284
+100
+3% +$1.71K 0.03% 259
2021
Q4
$66K Hold
3,184
0.04% 242
2021
Q3
$45K Hold
3,184
0.03% 261
2021
Q2
$47K Hold
3,184
0.03% 251
2021
Q1
$39K Buy
3,184
+500
+19% +$6.12K 0.03% 255
2020
Q4
$24K Hold
2,684
0.02% 258
2020
Q3
$18K Hold
2,684
0.02% 248
2020
Q2
$16K Hold
2,684
0.02% 255
2020
Q1
$13K Sell
2,684
-500
-16% -$2.42K 0.02% 296
2019
Q4
$30K Buy
+3,184
New +$30K 0.03% 271