Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.5K Buy
373
+69
+23% +$4.9K ﹤0.01% 683
2025
Q1
$19.3K Sell
304
-281
-48% -$17.8K ﹤0.01% 731
2024
Q4
$44.2K Sell
585
-65
-10% -$4.92K ﹤0.01% 496
2024
Q3
$57.4K Sell
650
-71
-10% -$6.27K ﹤0.01% 427
2024
Q2
$54.4K Buy
721
+21
+3% +$1.58K ﹤0.01% 421
2024
Q1
$65.8K Buy
700
+26
+4% +$2.44K ﹤0.01% 375
2023
Q4
$73.2K Buy
674
+8
+1% +$868 0.01% 342
2023
Q3
$63.7K Buy
666
+70
+12% +$6.69K 0.01% 278
2023
Q2
$65.8K Sell
596
-3
-0.5% -$331 0.01% 270
2023
Q1
$73.5K Sell
599
-36
-6% -$4.42K 0.01% 238
2022
Q4
$74.3K Buy
635
+50
+9% +$5.85K 0.01% 220
2022
Q3
$49K Buy
585
+66
+13% +$5.53K 0.01% 238
2022
Q2
$53K Hold
519
0.01% 219
2022
Q1
$70K Buy
519
+13
+3% +$1.75K 0.01% 197
2021
Q4
$84K Hold
506
0.01% 189
2021
Q3
$73K Buy
506
+474
+1,481% +$68.4K 0.01% 193
2021
Q2
$5K Sell
32
-216
-87% -$33.8K ﹤0.01% 602
2021
Q1
$33K Hold
248
0.01% 276
2020
Q4
$35K Hold
248
0.01% 245
2020
Q3
$31K Buy
248
+154
+164% +$19.3K 0.01% 229
2020
Q2
$9K Buy
+94
New +$9K ﹤0.01% 409