Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.7K Sell
401
-13
-3% -$1.68K ﹤0.01% 1564
2025
Q1
$52.9K Buy
414
+184
+80% +$23.5K ﹤0.01% 1529
2024
Q4
$35.1K Sell
230
-3
-1% -$458 ﹤0.01% 1749
2024
Q3
$41.7K Sell
233
-128
-35% -$22.9K ﹤0.01% 1665
2024
Q2
$58.9K Buy
361
+100
+38% +$16.3K ﹤0.01% 1430
2024
Q1
$45.6K Hold
261
﹤0.01% 1600
2023
Q4
$44K Buy
261
+56
+27% +$9.43K ﹤0.01% 1531
2023
Q3
$29.4K Buy
205
+27
+15% +$3.87K ﹤0.01% 1648
2023
Q2
$32.8K Buy
178
+8
+5% +$1.47K ﹤0.01% 1650
2023
Q1
$27K Hold
170
﹤0.01% 1702
2022
Q4
$23.1K Sell
170
-90
-35% -$12.2K ﹤0.01% 1729
2022
Q3
$30K Buy
260
+58
+29% +$6.69K ﹤0.01% 1548
2022
Q2
$24K Buy
202
+118
+140% +$14K ﹤0.01% 1677
2022
Q1
$12K Buy
84
+53
+171% +$7.57K ﹤0.01% 2072
2021
Q4
$5K Buy
31
+21
+210% +$3.39K ﹤0.01% 2403
2021
Q3
$2K Hold
10
﹤0.01% 2679
2021
Q2
$1K Buy
10
+5
+100% +$500 ﹤0.01% 2771
2021
Q1
$1K Hold
5
﹤0.01% 2641
2020
Q4
$1K Hold
5
﹤0.01% 2452
2020
Q3
$1K Buy
+5
New +$1K ﹤0.01% 2452