Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.6K Sell
665
-2,238
-77% -$32.3K ﹤0.01% 2352
2025
Q1
$51.5K Buy
2,903
+11
+0.4% +$195 ﹤0.01% 1547
2024
Q4
$48.3K Buy
2,892
+333
+13% +$5.56K ﹤0.01% 1603
2024
Q3
$43.4K Buy
2,559
+394
+18% +$6.68K ﹤0.01% 1650
2024
Q2
$39.5K Sell
2,165
-300
-12% -$5.47K ﹤0.01% 1628
2024
Q1
$53.3K Hold
2,465
﹤0.01% 1517
2023
Q4
$54.8K Sell
2,465
-99
-4% -$2.2K ﹤0.01% 1409
2023
Q3
$78.1K Hold
2,564
﹤0.01% 1181
2023
Q2
$95.8K Buy
2,564
+300
+13% +$11.2K ﹤0.01% 1080
2023
Q1
$72.4K Buy
2,264
+100
+5% +$3.2K ﹤0.01% 1203
2022
Q4
$77.3K Hold
2,164
﹤0.01% 1138
2022
Q3
$63K Hold
2,164
﹤0.01% 1165
2022
Q2
$48K Hold
2,164
﹤0.01% 1314
2022
Q1
$80K Buy
2,164
+1,040
+93% +$38.4K ﹤0.01% 1146
2021
Q4
$79K Sell
1,124
-580
-34% -$40.8K ﹤0.01% 1122
2021
Q3
$136K Sell
1,704
-1,562
-48% -$125K ﹤0.01% 844
2021
Q2
$155K Buy
3,266
+1,166
+56% +$55.3K 0.01% 769
2021
Q1
$76K Buy
2,100
+100
+5% +$3.62K ﹤0.01% 987
2020
Q4
$47K Sell
2,000
-1,000
-33% -$23.5K ﹤0.01% 1110
2020
Q3
$54K Buy
3,000
+1,000
+50% +$18K ﹤0.01% 946
2020
Q2
$28K Buy
+2,000
New +$28K ﹤0.01% 1181