Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.4K Buy
148
+100
+208% +$46.9K 0.04% 172
2025
Q1
$22.4K Hold
48
0.01% 188
2024
Q4
$20.1K Hold
48
0.01% 200
2024
Q3
$22.9K Hold
48
0.01% 196
2024
Q2
$21.1K Hold
48
0.01% 194
2024
Q1
$22.3K Hold
48
0.02% 189
2023
Q4
$19.7K Hold
48
0.01% 188
2023
Q3
$17.9K Hold
48
0.02% 189
2023
Q2
$18.3K Hold
48
0.02% 186
2023
Q1
$17.1K Sell
48
-319
-87% -$113K 0.01% 175
2022
Q4
$120K Sell
367
-33
-8% -$10.8K 0.1% 123
2022
Q3
$108K Buy
400
+204
+104% +$55.1K 0.1% 111
2022
Q2
$56K Hold
196
0.04% 170
2022
Q1
$63K Buy
196
+148
+308% +$47.6K 0.04% 176
2021
Q4
$17K Sell
48
-140
-74% -$49.6K 0.01% 286
2021
Q3
$55K Buy
188
+48
+34% +$14K 0.03% 220
2021
Q2
$40K Sell
140
-66
-32% -$18.9K 0.05% 235
2021
Q1
$58K Buy
+206
New +$58K 0.08% 195
2020
Q2
Sell
-21
Closed -$4K 266
2020
Q1
$4K Sell
21
-108
-84% -$20.6K 0.02% 217
2019
Q4
$27K Buy
+129
New +$27K 0.05% 160