Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.1K Sell
88
-85
-49% -$23.3K ﹤0.01% 1958
2025
Q1
$60.5K Sell
173
-57
-25% -$19.9K ﹤0.01% 1462
2024
Q4
$105K Sell
230
-1
-0.4% -$456 ﹤0.01% 1209
2024
Q3
$101K Buy
231
+3
+1% +$1.31K ﹤0.01% 1215
2024
Q2
$108K Sell
228
-67
-23% -$31.8K ﹤0.01% 1122
2024
Q1
$173K Buy
295
+67
+29% +$39.2K ﹤0.01% 893
2023
Q4
$99.9K Buy
228
+36
+19% +$15.8K ﹤0.01% 1101
2023
Q3
$76.5K Buy
192
+130
+210% +$51.8K ﹤0.01% 1189
2023
Q2
$21.2K Sell
62
-48
-44% -$16.4K ﹤0.01% 1851
2023
Q1
$29.9K Buy
110
+49
+80% +$13.3K ﹤0.01% 1650
2022
Q4
$12.8K Buy
61
+32
+110% +$6.71K ﹤0.01% 2022
2022
Q3
$6K Sell
29
-55
-65% -$11.4K ﹤0.01% 2366
2022
Q2
$16K Buy
84
+50
+147% +$9.52K ﹤0.01% 1893
2022
Q1
$8K Buy
34
+12
+55% +$2.82K ﹤0.01% 2273
2021
Q4
$7K Buy
22
+6
+38% +$1.91K ﹤0.01% 2278
2021
Q3
$4K Sell
16
-14
-47% -$3.5K ﹤0.01% 2456
2021
Q2
$6K Buy
30
+16
+114% +$3.2K ﹤0.01% 2220
2021
Q1
$3K Hold
14
﹤0.01% 2370
2020
Q4
$3K Hold
14
﹤0.01% 2165
2020
Q3
$2K Hold
14
﹤0.01% 2265
2020
Q2
$2K Buy
+14
New +$2K ﹤0.01% 2169
2014
Q2
Sell
-9
Closed 989
2014
Q1
$0 Hold
9
﹤0.01% 906
2013
Q4
$0 Hold
9
﹤0.01% 794
2013
Q3
$0 Hold
9
﹤0.01% 745
2013
Q2
$0 Buy
+9
New ﹤0.01% 621