Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.3K Sell
488
-32
-6% -$2.05K ﹤0.01% 1840
2025
Q1
$34.2K Hold
520
﹤0.01% 1768
2024
Q4
$33.7K Sell
520
-108
-17% -$7K ﹤0.01% 1774
2024
Q3
$40.3K Buy
628
+56
+10% +$3.6K ﹤0.01% 1692
2024
Q2
$35.7K Sell
572
-33
-5% -$2.06K ﹤0.01% 1675
2024
Q1
$36.1K Buy
605
+28
+5% +$1.67K ﹤0.01% 1710
2023
Q4
$35.3K Buy
577
+40
+7% +$2.45K ﹤0.01% 1644
2023
Q3
$28.4K Sell
537
-31
-5% -$1.64K ﹤0.01% 1666
2023
Q2
$32.9K Buy
568
+31
+6% +$1.8K ﹤0.01% 1648
2023
Q1
$34.6K Sell
537
-308
-36% -$19.8K ﹤0.01% 1577
2022
Q4
$54.5K Sell
845
-455
-35% -$29.4K ﹤0.01% 1317
2022
Q3
$65K Buy
1,300
+407
+46% +$20.4K ﹤0.01% 1156
2022
Q2
$52K Sell
893
-181
-17% -$10.5K ﹤0.01% 1263
2022
Q1
$72K Sell
1,074
-151
-12% -$10.1K ﹤0.01% 1195
2021
Q4
$81K Buy
1,225
+52
+4% +$3.44K ﹤0.01% 1111
2021
Q3
$70K Buy
1,173
+238
+25% +$14.2K ﹤0.01% 1133
2021
Q2
$65K Buy
935
+57
+6% +$3.96K ﹤0.01% 1143
2021
Q1
$59K Sell
878
-47
-5% -$3.16K ﹤0.01% 1101
2020
Q4
$57K Buy
925
+115
+14% +$7.09K ﹤0.01% 1010
2020
Q3
$42K Buy
810
+371
+85% +$19.2K ﹤0.01% 1055
2020
Q2
$24K Buy
+439
New +$24K ﹤0.01% 1249
2020
Q1
Sell
-350
Closed -$28K 2257
2019
Q4
$28K Sell
350
-20
-5% -$1.6K ﹤0.01% 1159
2019
Q3
$32K Buy
370
+15
+4% +$1.3K ﹤0.01% 1071
2019
Q2
$30K Buy
355
+260
+274% +$22K ﹤0.01% 1065
2019
Q1
$8K Buy
95
+65
+217% +$5.47K ﹤0.01% 1468
2018
Q4
$2K Sell
30
-13
-30% -$867 ﹤0.01% 1693
2018
Q3
$3K Sell
43
-38
-47% -$2.65K ﹤0.01% 1614
2018
Q2
$6K Hold
81
﹤0.01% 1498
2018
Q1
$6K Buy
+81
New +$6K ﹤0.01% 1340