Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.7K Sell
303
-632
-68% -$28.5K ﹤0.01% 2202
2025
Q1
$32.2K Buy
935
+38
+4% +$1.31K ﹤0.01% 1807
2024
Q4
$55.5K Buy
897
+45
+5% +$2.78K ﹤0.01% 1526
2024
Q3
$38.9K Sell
852
-25
-3% -$1.14K ﹤0.01% 1713
2024
Q2
$26.2K Buy
877
+25
+3% +$747 ﹤0.01% 1832
2024
Q1
$23.4K Buy
+852
New +$23.4K ﹤0.01% 1915
2023
Q4
Sell
-113
Closed -$2.91K 3251
2023
Q3
$2.91K Sell
113
-77
-41% -$1.98K ﹤0.01% 2671
2023
Q2
$4.84K Sell
190
-1,340
-88% -$34.1K ﹤0.01% 2527
2023
Q1
$36.9K Sell
1,530
-275
-15% -$6.64K ﹤0.01% 1534
2022
Q4
$51.8K Buy
1,805
+358
+25% +$10.3K ﹤0.01% 1347
2022
Q3
$43K Buy
1,447
+1,017
+237% +$30.2K ﹤0.01% 1346
2022
Q2
$24K Buy
430
+340
+378% +$19K ﹤0.01% 1679
2022
Q1
$6K Sell
90
-46
-34% -$3.07K ﹤0.01% 2421
2021
Q4
$12K Buy
136
+41
+43% +$3.62K ﹤0.01% 2040
2021
Q3
$7K Buy
95
+12
+14% +$884 ﹤0.01% 2248
2021
Q2
$6K Buy
83
+64
+337% +$4.63K ﹤0.01% 2225
2021
Q1
$1K Hold
19
﹤0.01% 2666
2020
Q4
$1K Hold
19
﹤0.01% 2471
2020
Q3
$1K Sell
19
-50
-72% -$2.63K ﹤0.01% 2477
2020
Q2
$4K Buy
69
+56
+431% +$3.25K ﹤0.01% 1900
2020
Q1
$0 Sell
13
-2
-13% ﹤0.01% 2412
2019
Q4
$1K Buy
15
+3
+25% +$200 ﹤0.01% 2093
2019
Q3
$1K Buy
+12
New +$1K ﹤0.01% 2008