Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.8K Buy
271
+38
+16% +$8.38K ﹤0.01% 1486
2025
Q1
$30.6K Sell
233
-2
-0.9% -$262 ﹤0.01% 1830
2024
Q4
$32.2K Buy
235
+2
+0.9% +$274 ﹤0.01% 1803
2024
Q3
$23.6K Buy
233
+15
+7% +$1.52K ﹤0.01% 1951
2024
Q2
$15.9K Hold
218
﹤0.01% 2067
2024
Q1
$11K Sell
218
-43
-16% -$2.17K ﹤0.01% 2262
2023
Q4
$12.2K Buy
261
+43
+20% +$2.01K ﹤0.01% 2158
2023
Q3
$9.92K Sell
218
-81
-27% -$3.69K ﹤0.01% 2212
2023
Q2
$11.8K Hold
299
﹤0.01% 2158
2023
Q1
$12.1K Buy
299
+288
+2,618% +$11.7K ﹤0.01% 2125
2022
Q4
$406 Sell
11
-57
-84% -$2.1K ﹤0.01% 3122
2022
Q3
$2K Buy
68
+38
+127% +$1.12K ﹤0.01% 2717
2022
Q2
$1K Buy
30
+1
+3% +$33 ﹤0.01% 2858
2022
Q1
$1K Sell
29
-27
-48% -$931 ﹤0.01% 2920
2021
Q4
$2K Buy
56
+22
+65% +$786 ﹤0.01% 2658
2021
Q3
$1K Buy
34
+10
+42% +$294 ﹤0.01% 2753
2021
Q2
$1K Hold
24
﹤0.01% 2654
2021
Q1
$1K Hold
24
﹤0.01% 2569
2020
Q4
$1K Hold
24
﹤0.01% 2363
2020
Q3
$1K Buy
24
+5
+26% +$208 ﹤0.01% 2340
2020
Q2
$1K Sell
19
-279
-94% -$14.7K ﹤0.01% 2239
2020
Q1
$10K Hold
298
﹤0.01% 1458
2019
Q4
$12K Hold
298
﹤0.01% 1404
2019
Q3
$12K Hold
298
﹤0.01% 1380
2019
Q2
$12K Sell
298
-200
-40% -$8.05K ﹤0.01% 1342
2019
Q1
$25K Hold
498
﹤0.01% 1101
2018
Q4
$19K Sell
498
-12
-2% -$458 ﹤0.01% 1152
2018
Q3
$22K Buy
510
+12
+2% +$518 ﹤0.01% 1141
2018
Q2
$20K Hold
498
﹤0.01% 1165
2018
Q1
$21K Buy
+498
New +$21K ﹤0.01% 1015