Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.5K Buy
444
+3
+0.7% +$463 ﹤0.01% 1419
2025
Q1
$60.5K Buy
441
+4
+0.9% +$548 ﹤0.01% 1461
2024
Q4
$46.1K Sell
437
-3
-0.7% -$317 ﹤0.01% 1624
2024
Q3
$41.7K Hold
440
﹤0.01% 1666
2024
Q2
$35.7K Hold
440
﹤0.01% 1673
2024
Q1
$36.9K Sell
440
-153
-26% -$12.8K ﹤0.01% 1695
2023
Q4
$32.9K Buy
593
+221
+59% +$12.3K ﹤0.01% 1670
2023
Q3
$18.9K Sell
372
-157
-30% -$7.97K ﹤0.01% 1872
2023
Q2
$30.7K Sell
529
-38
-7% -$2.21K ﹤0.01% 1674
2023
Q1
$31.3K Buy
567
+23
+4% +$1.27K ﹤0.01% 1631
2022
Q4
$24.6K Buy
544
+19
+4% +$858 ﹤0.01% 1704
2022
Q3
$44K Sell
525
-20
-4% -$1.68K ﹤0.01% 1332
2022
Q2
$35K Buy
545
+17
+3% +$1.09K ﹤0.01% 1488
2022
Q1
$34K Buy
528
+302
+134% +$19.4K ﹤0.01% 1561
2021
Q4
$15K Hold
226
﹤0.01% 1921
2021
Q3
$18K Buy
226
+141
+166% +$11.2K ﹤0.01% 1810
2021
Q2
$6K Hold
85
﹤0.01% 2216
2021
Q1
$6K Hold
85
﹤0.01% 2074
2020
Q4
$8K Hold
85
﹤0.01% 1788
2020
Q3
$9K Hold
85
﹤0.01% 1673
2020
Q2
$7K Hold
85
﹤0.01% 1692
2020
Q1
$5K Buy
+85
New +$5K ﹤0.01% 1687