Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.5K Buy
1,025
+86
+9% +$6.17K ﹤0.01% 1380
2025
Q1
$71.2K Buy
939
+48
+5% +$3.64K ﹤0.01% 1389
2024
Q4
$72.9K Sell
891
-70
-7% -$5.73K ﹤0.01% 1382
2024
Q3
$64.7K Buy
961
+344
+56% +$23.1K ﹤0.01% 1436
2024
Q2
$45.7K Buy
617
+18
+3% +$1.33K ﹤0.01% 1550
2024
Q1
$47K Buy
599
+12
+2% +$942 ﹤0.01% 1591
2023
Q4
$36.7K Buy
587
+15
+3% +$939 ﹤0.01% 1618
2023
Q3
$29.7K Buy
572
+125
+28% +$6.49K ﹤0.01% 1640
2023
Q2
$23.8K Sell
447
-16
-3% -$852 ﹤0.01% 1795
2023
Q1
$22.9K Buy
463
+175
+61% +$8.66K ﹤0.01% 1796
2022
Q4
$13.5K Buy
288
+37
+15% +$1.73K ﹤0.01% 1993
2022
Q3
$11K Sell
251
-17
-6% -$745 ﹤0.01% 2018
2022
Q2
$11K Buy
268
+7
+3% +$287 ﹤0.01% 2055
2022
Q1
$11K Sell
261
-9
-3% -$379 ﹤0.01% 2097
2021
Q4
$11K Buy
270
+63
+30% +$2.57K ﹤0.01% 2065
2021
Q3
$7K Sell
207
-175
-46% -$5.92K ﹤0.01% 2206
2021
Q2
$13K Buy
382
+302
+378% +$10.3K ﹤0.01% 1882
2021
Q1
$3K Sell
80
-73
-48% -$2.74K ﹤0.01% 2311
2020
Q4
$4K Buy
153
+73
+91% +$1.91K ﹤0.01% 2000
2020
Q3
$2K Sell
80
-35
-30% -$875 ﹤0.01% 2171
2020
Q2
$3K Hold
115
﹤0.01% 1941
2020
Q1
$2K Buy
115
+64
+125% +$1.11K ﹤0.01% 1904
2019
Q4
$1K Buy
51
+5
+11% +$98 ﹤0.01% 1994
2019
Q3
$1K Buy
+46
New +$1K ﹤0.01% 1920