Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.9K Sell
373
-16
-4% -$1.45K ﹤0.01% 1785
2025
Q1
$45.8K Buy
389
+89
+30% +$10.5K ﹤0.01% 1615
2024
Q4
$64.2K Buy
300
+8
+3% +$1.71K ﹤0.01% 1440
2024
Q3
$57.9K Buy
292
+92
+46% +$18.2K ﹤0.01% 1494
2024
Q2
$35.7K Sell
200
-293
-59% -$52.2K ﹤0.01% 1677
2024
Q1
$99.5K Hold
493
﹤0.01% 1189
2023
Q4
$117K Sell
493
-29
-6% -$6.9K ﹤0.01% 1019
2023
Q3
$103K Buy
522
+29
+6% +$5.74K ﹤0.01% 1039
2023
Q2
$88.6K Hold
493
﹤0.01% 1121
2023
Q1
$80.9K Hold
493
﹤0.01% 1146
2022
Q4
$82.9K Hold
493
﹤0.01% 1108
2022
Q3
$92K Hold
493
﹤0.01% 998
2022
Q2
$86K Buy
493
+69
+16% +$12K ﹤0.01% 1046
2022
Q1
$111K Buy
424
+98
+30% +$25.7K ﹤0.01% 985
2021
Q4
$102K Hold
326
﹤0.01% 1002
2021
Q3
$92K Sell
326
-2
-0.6% -$564 ﹤0.01% 1012
2021
Q2
$72K Sell
328
-11
-3% -$2.42K ﹤0.01% 1105
2021
Q1
$70K Buy
339
+36
+12% +$7.43K ﹤0.01% 1022
2020
Q4
$66K Hold
303
﹤0.01% 957
2020
Q3
$54K Buy
303
+3
+1% +$535 ﹤0.01% 945
2020
Q2
$45K Buy
+300
New +$45K ﹤0.01% 992