Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.6K Buy
388
+27
+7% +$3.31K ﹤0.01% 530
2025
Q1
$32.9K Buy
361
+42
+13% +$3.83K ﹤0.01% 603
2024
Q4
$36.7K Sell
319
-8
-2% -$921 ﹤0.01% 540
2024
Q3
$38.8K Buy
327
+33
+11% +$3.91K ﹤0.01% 505
2024
Q2
$40.5K Buy
294
+1
+0.3% +$138 ﹤0.01% 471
2024
Q1
$33.4K Hold
293
﹤0.01% 490
2023
Q4
$22.4K Buy
293
+144
+97% +$11K ﹤0.01% 576
2023
Q3
$10.3K Hold
149
﹤0.01% 583
2023
Q2
$8.06K Hold
149
﹤0.01% 622
2023
Q1
$5.99K Hold
149
﹤0.01% 671
2022
Q4
$5.99K Hold
149
﹤0.01% 626
2022
Q3
$5K Hold
149
﹤0.01% 581
2022
Q2
$7K Buy
149
+52
+54% +$2.44K ﹤0.01% 524
2022
Q1
$5K Buy
+97
New +$5K ﹤0.01% 587
2021
Q2
Sell
-284
Closed -$12.7K 906
2021
Q1
$12.7K Buy
284
+195
+219% +$8.72K ﹤0.01% 438
2020
Q4
$3K Hold
89
﹤0.01% 659
2020
Q3
$3K Hold
89
﹤0.01% 610
2020
Q2
$2K Hold
89
﹤0.01% 631
2020
Q1
$2K Hold
89
﹤0.01% 577
2019
Q4
$2K Hold
89
﹤0.01% 566
2019
Q3
$2K Hold
89
﹤0.01% 532
2019
Q2
$2K Hold
89
﹤0.01% 548
2019
Q1
$3K Buy
+89
New +$3K ﹤0.01% 491
2018
Q4
Sell
-89
Closed -$2K 691
2018
Q3
$2K Hold
89
﹤0.01% 539
2018
Q2
$2K Buy
+89
New +$2K ﹤0.01% 498