Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.2K Buy
2,382
+263
+12% +$7.65K ﹤0.01% 1412
2025
Q1
$51.8K Buy
2,119
+81
+4% +$1.98K ﹤0.01% 1540
2024
Q4
$56.8K Buy
2,038
+110
+6% +$3.07K ﹤0.01% 1508
2024
Q3
$38.7K Hold
1,928
﹤0.01% 1716
2024
Q2
$29.5K Sell
1,928
-41
-2% -$627 ﹤0.01% 1770
2024
Q1
$31.1K Hold
1,969
﹤0.01% 1780
2023
Q4
$28.7K Buy
1,969
+135
+7% +$1.97K ﹤0.01% 1740
2023
Q3
$23.1K Buy
1,834
+1,781
+3,360% +$22.4K ﹤0.01% 1771
2023
Q2
$750 Buy
+53
New +$750 ﹤0.01% 3015
2022
Q2
Sell
-47
Closed -$1K 3266
2022
Q1
$1K Sell
47
-356
-88% -$7.57K ﹤0.01% 3021
2021
Q4
$12K Buy
403
+136
+51% +$4.05K ﹤0.01% 2031
2021
Q3
$9K Sell
267
-5
-2% -$169 ﹤0.01% 2119
2021
Q2
$10K Sell
272
-39
-13% -$1.43K ﹤0.01% 1986
2021
Q1
$13K Buy
311
+182
+141% +$7.61K ﹤0.01% 1741
2020
Q4
$5K Sell
129
-154
-54% -$5.97K ﹤0.01% 1962
2020
Q3
$9K Buy
283
+176
+164% +$5.6K ﹤0.01% 1670
2020
Q2
$3K Buy
107
+98
+1,089% +$2.75K ﹤0.01% 1993
2020
Q1
$0 Sell
9
-20
-69% ﹤0.01% 2380
2019
Q4
$1K Sell
29
-6
-17% -$207 ﹤0.01% 2057
2019
Q3
$1K Buy
+35
New +$1K ﹤0.01% 1973