Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.2K Sell
5,651
-62
-1% -$583 ﹤0.01% 1547
2025
Q1
$53.1K Sell
5,713
-2,256
-28% -$21K ﹤0.01% 1527
2024
Q4
$80.6K Buy
7,969
+1,787
+29% +$18.1K ﹤0.01% 1337
2024
Q3
$61.8K Sell
6,182
-328
-5% -$3.28K ﹤0.01% 1460
2024
Q2
$66.9K Buy
6,510
+654
+11% +$6.72K ﹤0.01% 1364
2024
Q1
$74.8K Buy
5,856
+196
+3% +$2.51K ﹤0.01% 1345
2023
Q4
$64.3K Sell
5,660
-42
-0.7% -$477 ﹤0.01% 1347
2023
Q3
$61.3K Buy
5,702
+845
+17% +$9.08K ﹤0.01% 1297
2023
Q2
$44.8K Buy
4,857
+1,015
+26% +$9.36K ﹤0.01% 1493
2023
Q1
$31.5K Sell
3,842
-1,401
-27% -$11.5K ﹤0.01% 1628
2022
Q4
$48.4K Buy
5,243
+1,489
+40% +$13.8K ﹤0.01% 1388
2022
Q3
$31K Buy
3,754
+939
+33% +$7.75K ﹤0.01% 1536
2022
Q2
$27K Buy
2,815
+419
+17% +$4.02K ﹤0.01% 1631
2022
Q1
$28K Buy
2,396
+73
+3% +$853 ﹤0.01% 1670
2021
Q4
$25K Buy
2,323
+1,233
+113% +$13.3K ﹤0.01% 1700
2021
Q3
$11K Sell
1,090
-219
-17% -$2.21K ﹤0.01% 2032
2021
Q2
$16K Sell
1,309
-41
-3% -$501 ﹤0.01% 1811
2021
Q1
$16K Buy
1,350
+210
+18% +$2.49K ﹤0.01% 1664
2020
Q4
$13K Hold
1,140
﹤0.01% 1611
2020
Q3
$9K Buy
1,140
+183
+19% +$1.45K ﹤0.01% 1681
2020
Q2
$6K Sell
957
-525
-35% -$3.29K ﹤0.01% 1746
2020
Q1
$10K Buy
1,482
+709
+92% +$4.78K ﹤0.01% 1482
2019
Q4
$8K Buy
773
+485
+168% +$5.02K ﹤0.01% 1531
2019
Q3
$2K Buy
288
+36
+14% +$250 ﹤0.01% 1858
2019
Q2
$2K Sell
252
-124
-33% -$984 ﹤0.01% 1789
2019
Q1
$4K Buy
+376
New +$4K ﹤0.01% 1641