Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.6K Sell
348
-66
-16% -$9.6K ﹤0.01% 1572
2025
Q1
$72.4K Sell
414
-125
-23% -$21.9K ﹤0.01% 1375
2024
Q4
$113K Sell
539
-393
-42% -$82.4K ﹤0.01% 1168
2024
Q3
$268K Sell
932
-11
-1% -$3.16K 0.01% 735
2024
Q2
$296K Buy
943
+38
+4% +$11.9K 0.01% 672
2024
Q1
$304K Buy
905
+165
+22% +$55.4K 0.01% 677
2023
Q4
$209K Buy
740
+96
+15% +$27.2K ﹤0.01% 774
2023
Q3
$159K Buy
644
+240
+59% +$59.1K ﹤0.01% 830
2023
Q2
$101K Buy
404
+11
+3% +$2.75K ﹤0.01% 1050
2023
Q1
$83.9K Buy
393
+9
+2% +$1.92K ﹤0.01% 1132
2022
Q4
$74.6K Sell
384
-104
-21% -$20.2K ﹤0.01% 1158
2022
Q3
$90K Buy
488
+20
+4% +$3.69K ﹤0.01% 1011
2022
Q2
$101K Buy
468
+95
+25% +$20.5K ﹤0.01% 978
2022
Q1
$91K Sell
373
-74
-17% -$18.1K ﹤0.01% 1077
2021
Q4
$138K Buy
447
+79
+21% +$24.4K ﹤0.01% 875
2021
Q3
$96K Buy
368
+61
+20% +$15.9K ﹤0.01% 990
2021
Q2
$63K Buy
307
+39
+15% +$8K ﹤0.01% 1165
2021
Q1
$53K Sell
268
-46
-15% -$9.1K ﹤0.01% 1150
2020
Q4
$61K Sell
314
-8
-2% -$1.55K ﹤0.01% 989
2020
Q3
$62K Buy
322
+33
+11% +$6.35K ﹤0.01% 882
2020
Q2
$49K Buy
289
+3
+1% +$509 ﹤0.01% 961
2020
Q1
$39K Buy
286
+55
+24% +$7.5K ﹤0.01% 982
2019
Q4
$40K Sell
231
-8
-3% -$1.39K ﹤0.01% 1049
2019
Q3
$35K Buy
239
+30
+14% +$4.39K ﹤0.01% 1048
2019
Q2
$32K Sell
209
-42
-17% -$6.43K ﹤0.01% 1041
2019
Q1
$34K Buy
251
+42
+20% +$5.69K ﹤0.01% 994
2018
Q4
$27K Sell
209
-251
-55% -$32.4K ﹤0.01% 1040
2018
Q3
$71K Hold
460
0.01% 760
2018
Q2
$61K Buy
+460
New +$61K 0.01% 787