Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
2,560
+984
+62% +$44.6K ﹤0.01% 1174
2025
Q1
$60.4K Sell
1,576
-783
-33% -$30K ﹤0.01% 1463
2024
Q4
$120K Buy
2,359
+123
+6% +$6.25K ﹤0.01% 1141
2024
Q3
$98.3K Buy
2,236
+624
+39% +$27.4K ﹤0.01% 1227
2024
Q2
$59.5K Buy
1,612
+215
+15% +$7.94K ﹤0.01% 1424
2024
Q1
$56.3K Sell
1,397
-7
-0.5% -$282 ﹤0.01% 1482
2023
Q4
$66.7K Buy
1,404
+747
+114% +$35.5K ﹤0.01% 1333
2023
Q3
$21.9K Buy
657
+253
+63% +$8.45K ﹤0.01% 1801
2023
Q2
$14K Buy
404
+297
+278% +$10.3K ﹤0.01% 2075
2023
Q1
$3.82K Sell
107
-113
-51% -$4.03K ﹤0.01% 2607
2022
Q4
$9.98K Buy
220
+20
+10% +$907 ﹤0.01% 2149
2022
Q3
$6K Buy
200
+190
+1,900% +$5.7K ﹤0.01% 2311
2022
Q2
$0 Sell
10
-142
-93% ﹤0.01% 3110
2022
Q1
$5K Buy
152
+3
+2% +$99 ﹤0.01% 2454
2021
Q4
$6K Buy
149
+124
+496% +$4.99K ﹤0.01% 2317
2021
Q3
$1K Buy
25
+8
+47% +$320 ﹤0.01% 2771
2021
Q2
$1K Buy
+17
New +$1K ﹤0.01% 2678
2020
Q2
Sell
-66
Closed -$1K 2481
2020
Q1
$1K Hold
66
﹤0.01% 2061
2019
Q4
$2K Hold
66
﹤0.01% 1852
2019
Q3
$1K Hold
66
﹤0.01% 1913
2019
Q2
$1K Buy
66
+25
+61% +$379 ﹤0.01% 1838
2019
Q1
$1K Sell
41
-2
-5% -$49 ﹤0.01% 1837
2018
Q4
$1K Buy
43
+9
+26% +$209 ﹤0.01% 1791
2018
Q3
$1K Hold
34
﹤0.01% 1771
2018
Q2
$1K Sell
34
-2
-6% -$59 ﹤0.01% 1782
2018
Q1
$1K Buy
+36
New +$1K ﹤0.01% 1620