Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$5.47K Sell
52
-44
-46% -$4.63K ﹤0.01% 934
2024
Q4
$7.57K Sell
96
-500
-84% -$39.4K ﹤0.01% 902
2024
Q3
$44.3K Hold
596
﹤0.01% 606
2024
Q2
$55.8K Sell
596
-31
-5% -$2.9K ﹤0.01% 565
2024
Q1
$65.6K Hold
627
﹤0.01% 526
2023
Q4
$56.8K Buy
627
+31
+5% +$2.81K ﹤0.01% 536
2023
Q3
$48.6K Hold
596
﹤0.01% 550
2023
Q2
$41.3K Sell
596
-33
-5% -$2.29K ﹤0.01% 580
2023
Q1
$54.2K Sell
629
-150
-19% -$12.9K ﹤0.01% 519
2022
Q4
$53.2K Sell
779
-105
-12% -$7.18K ﹤0.01% 522
2022
Q3
$50K Buy
884
+25
+3% +$1.41K ﹤0.01% 513
2022
Q2
$78K Buy
859
+50
+6% +$4.54K ﹤0.01% 444
2022
Q1
$122K Hold
809
0.01% 397
2021
Q4
$182K Sell
809
-150
-16% -$33.7K 0.01% 351
2021
Q3
$227K Buy
959
+107
+13% +$25.3K 0.01% 326
2021
Q2
$209K Buy
852
+25
+3% +$6.13K 0.01% 331
2021
Q1
$182K Hold
827
0.01% 334
2020
Q4
$210K Buy
827
+175
+27% +$44.4K 0.01% 314
2020
Q3
$139K Hold
652
0.01% 331
2020
Q2
$131K Buy
+652
New +$131K 0.01% 328