Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.5K Sell
420
-266
-39% -$26.9K ﹤0.01% 1664
2025
Q1
$72.9K Buy
686
+271
+65% +$28.8K ﹤0.01% 1373
2024
Q4
$45.5K Sell
415
-206
-33% -$22.6K ﹤0.01% 1630
2024
Q3
$89.9K Buy
621
+2
+0.3% +$290 ﹤0.01% 1265
2024
Q2
$90.3K Buy
619
+58
+10% +$8.47K ﹤0.01% 1216
2024
Q1
$80.7K Buy
561
+159
+40% +$22.9K ﹤0.01% 1304
2023
Q4
$37.6K Sell
402
-18
-4% -$1.68K ﹤0.01% 1605
2023
Q3
$37.1K Sell
420
-63
-13% -$5.56K ﹤0.01% 1538
2023
Q2
$54.3K Sell
483
-121
-20% -$13.6K ﹤0.01% 1378
2023
Q1
$76.4K Sell
604
-16
-3% -$2.02K ﹤0.01% 1179
2022
Q4
$67.2K Buy
620
+173
+39% +$18.8K ﹤0.01% 1203
2022
Q3
$31K Buy
447
+17
+4% +$1.18K ﹤0.01% 1520
2022
Q2
$21K Buy
430
+194
+82% +$9.47K ﹤0.01% 1732
2022
Q1
$18K Buy
236
+61
+35% +$4.65K ﹤0.01% 1874
2021
Q4
$22K Sell
175
-499
-74% -$62.7K ﹤0.01% 1738
2021
Q3
$97K Buy
674
+491
+268% +$70.7K ﹤0.01% 986
2021
Q2
$21K Buy
183
+9
+5% +$1.03K ﹤0.01% 1686
2021
Q1
$14K Buy
174
+150
+625% +$12.1K ﹤0.01% 1697
2020
Q4
$2K Hold
24
﹤0.01% 2232
2020
Q3
$1K Buy
24
+21
+700% +$875 ﹤0.01% 2377
2020
Q2
$0 Buy
+3
New ﹤0.01% 2498
2019
Q4
Sell
-1,130
Closed -$31K 2177
2019
Q3
$31K Hold
1,130
﹤0.01% 1085
2019
Q2
$22K Hold
1,130
﹤0.01% 1161
2019
Q1
$29K Buy
+1,130
New +$29K ﹤0.01% 1041
2014
Q1
Sell
-36
Closed -$1K 819
2013
Q4
$1K Hold
36
﹤0.01% 630
2013
Q3
$0 Buy
+36
New ﹤0.01% 673