Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Buy
2,855
+2,258
+378% +$119K ﹤0.01% 1039
2025
Q1
$25.8K Buy
597
+376
+170% +$16.2K ﹤0.01% 1919
2024
Q4
$13.6K Sell
221
-566
-72% -$34.9K ﹤0.01% 2236
2024
Q3
$50.4K Buy
787
+92
+13% +$5.9K ﹤0.01% 1561
2024
Q2
$50K Sell
695
-164
-19% -$11.8K ﹤0.01% 1506
2024
Q1
$60.6K Sell
859
-125
-13% -$8.81K ﹤0.01% 1440
2023
Q4
$79.2K Sell
984
-1,034
-51% -$83.3K ﹤0.01% 1235
2023
Q3
$159K Buy
2,018
+167
+9% +$13.2K ﹤0.01% 826
2023
Q2
$171K Sell
1,851
-116
-6% -$10.7K ﹤0.01% 817
2023
Q1
$182K Sell
1,967
-113
-5% -$10.5K 0.01% 755
2022
Q4
$158K Buy
2,080
+415
+25% +$31.6K ﹤0.01% 792
2022
Q3
$108K Buy
1,665
+952
+134% +$61.8K ﹤0.01% 920
2022
Q2
$46K Buy
713
+427
+149% +$27.5K ﹤0.01% 1335
2022
Q1
$25K Buy
286
+175
+158% +$15.3K ﹤0.01% 1721
2021
Q4
$12K Buy
111
+42
+61% +$4.54K ﹤0.01% 2015
2021
Q3
$6K Hold
69
﹤0.01% 2276
2021
Q2
$6K Buy
69
+29
+73% +$2.52K ﹤0.01% 2191
2021
Q1
$3K Sell
40
-1
-2% -$75 ﹤0.01% 2319
2020
Q4
$3K Buy
41
+5
+14% +$366 ﹤0.01% 2106
2020
Q3
$2K Buy
36
+15
+71% +$833 ﹤0.01% 2179
2020
Q2
$1K Hold
21
﹤0.01% 2270
2020
Q1
$1K Buy
+21
New +$1K ﹤0.01% 2080