Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.7K Buy
2,021
+353
+21% +$8.51K ﹤0.01% 1591
2025
Q1
$19K Sell
1,668
-325
-16% -$3.71K ﹤0.01% 2075
2024
Q4
$31.7K Buy
1,993
+342
+21% +$5.45K ﹤0.01% 1815
2024
Q3
$22.9K Hold
1,651
﹤0.01% 1968
2024
Q2
$21.9K Buy
1,651
+900
+120% +$12K ﹤0.01% 1917
2024
Q1
$8.05K Hold
751
﹤0.01% 2379
2023
Q4
$7.02K Sell
751
-304
-29% -$2.84K ﹤0.01% 2394
2023
Q3
$7.96K Sell
1,055
-67
-6% -$505 ﹤0.01% 2318
2023
Q2
$15.3K Buy
1,122
+216
+24% +$2.95K ﹤0.01% 2025
2023
Q1
$8.39K Sell
906
-152
-14% -$1.41K ﹤0.01% 2288
2022
Q4
$11.2K Buy
1,058
+288
+37% +$3.05K ﹤0.01% 2096
2022
Q3
$5K Sell
770
-290
-27% -$1.88K ﹤0.01% 2435
2022
Q2
$9K Sell
1,060
-512
-33% -$4.35K ﹤0.01% 2168
2022
Q1
$21K Buy
1,572
+802
+104% +$10.7K ﹤0.01% 1806
2021
Q4
$13K Buy
770
+140
+22% +$2.36K ﹤0.01% 1989
2021
Q3
$18K Sell
630
-102
-14% -$2.91K ﹤0.01% 1804
2021
Q2
$25K Buy
732
+662
+946% +$22.6K ﹤0.01% 1624
2021
Q1
$3K Buy
70
+10
+17% +$429 ﹤0.01% 2347
2020
Q4
$2K Buy
+60
New +$2K ﹤0.01% 2276
2020
Q3
Sell
-568
Closed -$4K 2677
2020
Q2
$4K Buy
568
+284
+100% +$2K ﹤0.01% 1885
2020
Q1
$2K Buy
+284
New +$2K ﹤0.01% 1958