Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
1,620
+147
+10% +$24.8K ﹤0.01% 769
2025
Q1
$208K Sell
1,473
-70
-5% -$9.9K ﹤0.01% 858
2024
Q4
$244K Buy
1,543
+56
+4% +$8.87K ﹤0.01% 781
2024
Q3
$189K Sell
1,487
-9
-0.6% -$1.14K ﹤0.01% 896
2024
Q2
$162K Buy
1,496
+63
+4% +$6.82K ﹤0.01% 917
2024
Q1
$131K Buy
1,433
+259
+22% +$23.7K ﹤0.01% 1040
2023
Q4
$73.5K Sell
1,174
-20
-2% -$1.25K ﹤0.01% 1273
2023
Q3
$52.8K Sell
1,194
-7
-0.6% -$310 ﹤0.01% 1358
2023
Q2
$58.4K Sell
1,201
-404
-25% -$19.7K ﹤0.01% 1338
2023
Q1
$89.1K Buy
1,605
+17
+1% +$944 ﹤0.01% 1100
2022
Q4
$63.8K Sell
1,588
-506
-24% -$20.3K ﹤0.01% 1229
2022
Q3
$92K Buy
2,094
+240
+13% +$10.5K ﹤0.01% 999
2022
Q2
$66K Buy
1,854
+1,394
+303% +$49.6K ﹤0.01% 1158
2022
Q1
$19K Buy
460
+377
+454% +$15.6K ﹤0.01% 1860
2021
Q4
$8K Sell
83
-26
-24% -$2.51K ﹤0.01% 2218
2021
Q3
$12K Buy
109
+34
+45% +$3.74K ﹤0.01% 1975
2021
Q2
$9K Buy
75
+29
+63% +$3.48K ﹤0.01% 2036
2021
Q1
$5K Buy
46
+33
+254% +$3.59K ﹤0.01% 2144
2020
Q4
$1K Buy
13
+11
+550% +$846 ﹤0.01% 2454
2020
Q3
$0 Hold
2
﹤0.01% 2683
2020
Q2
$0 Hold
2
﹤0.01% 2588
2020
Q1
$0 Hold
2
﹤0.01% 2381
2019
Q4
$0 Hold
2
﹤0.01% 2223
2019
Q3
$0 Hold
2
﹤0.01% 2165
2019
Q2
$0 Buy
+2
New ﹤0.01% 2121