Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.9K Hold
2,165
﹤0.01% 1878
2025
Q1
$33.5K Sell
2,165
-85
-4% -$1.32K ﹤0.01% 1779
2024
Q4
$19.4K Buy
2,250
+61
+3% +$526 ﹤0.01% 2070
2024
Q3
$21.1K Sell
2,189
-21
-1% -$202 ﹤0.01% 2009
2024
Q2
$19K Buy
2,210
+21
+1% +$181 ﹤0.01% 1989
2024
Q1
$18K Buy
2,189
+369
+20% +$3.03K ﹤0.01% 2042
2023
Q4
$14.5K Hold
1,820
﹤0.01% 2078
2023
Q3
$15.1K Hold
1,820
﹤0.01% 1996
2023
Q2
$19.3K Sell
1,820
-582
-24% -$6.18K ﹤0.01% 1907
2023
Q1
$23K Hold
2,402
﹤0.01% 1793
2022
Q4
$17.8K Sell
2,402
-2,148
-47% -$15.9K ﹤0.01% 1867
2022
Q3
$25K Buy
4,550
+1,272
+39% +$6.99K ﹤0.01% 1627
2022
Q2
$19K Buy
3,278
+1,119
+52% +$6.49K ﹤0.01% 1795
2022
Q1
$20K Buy
2,159
+748
+53% +$6.93K ﹤0.01% 1821
2021
Q4
$12K Sell
1,411
-494
-26% -$4.2K ﹤0.01% 2017
2021
Q3
$15K Buy
1,905
+1,158
+155% +$9.12K ﹤0.01% 1874
2021
Q2
$8K Buy
747
+93
+14% +$996 ﹤0.01% 2070
2021
Q1
$6K Buy
654
+556
+567% +$5.1K ﹤0.01% 2051
2020
Q4
$1K Buy
98
+55
+128% +$561 ﹤0.01% 2400
2020
Q3
$1K Buy
+43
New +$1K ﹤0.01% 2388