Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.9K Buy
615
+155
+34% +$4.77K ﹤0.01% 2070
2025
Q1
$15.9K Sell
460
-103
-18% -$3.57K ﹤0.01% 2160
2024
Q4
$28.1K Sell
563
-162
-22% -$8.1K ﹤0.01% 1880
2024
Q3
$35.1K Buy
725
+31
+4% +$1.5K ﹤0.01% 1763
2024
Q2
$36.5K Sell
694
-72
-9% -$3.79K ﹤0.01% 1665
2024
Q1
$46.2K Buy
766
+11
+1% +$663 ﹤0.01% 1594
2023
Q4
$49.2K Sell
755
-643
-46% -$41.9K ﹤0.01% 1473
2023
Q3
$70.2K Sell
1,398
-20
-1% -$1K ﹤0.01% 1230
2023
Q2
$66.2K Buy
1,418
+290
+26% +$13.5K ﹤0.01% 1276
2023
Q1
$50.3K Sell
1,128
-370
-25% -$16.5K ﹤0.01% 1390
2022
Q4
$87.2K Buy
1,498
+149
+11% +$8.68K ﹤0.01% 1072
2022
Q3
$58K Buy
1,349
+307
+29% +$13.2K ﹤0.01% 1199
2022
Q2
$75K Buy
1,042
+20
+2% +$1.44K ﹤0.01% 1106
2022
Q1
$85K Sell
1,022
-68
-6% -$5.66K ﹤0.01% 1106
2021
Q4
$112K Buy
1,090
+74
+7% +$7.6K ﹤0.01% 956
2021
Q3
$104K Buy
1,016
+1,009
+14,414% +$103K ﹤0.01% 949
2021
Q2
$1K Buy
+7
New +$1K ﹤0.01% 2669
2020
Q4
Sell
-45
Closed -$2K 2538
2020
Q3
$2K Buy
+45
New +$2K ﹤0.01% 2163
2019
Q2
Sell
-771
Closed -$23K 2029
2019
Q1
$23K Buy
+771
New +$23K ﹤0.01% 1130