Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
1,594
+775
+95% +$72.3K 0.01% 326
2025
Q1
$59.7K Hold
819
﹤0.01% 477
2024
Q4
$49.4K Sell
819
-100
-11% -$6.03K ﹤0.01% 465
2024
Q3
$69.1K Hold
919
﹤0.01% 393
2024
Q2
$66.8K Buy
919
+100
+12% +$7.27K ﹤0.01% 389
2024
Q1
$63.1K Buy
819
+56
+7% +$4.31K ﹤0.01% 381
2023
Q4
$47K Buy
763
+60
+9% +$3.69K ﹤0.01% 418
2023
Q3
$32.3K Hold
703
﹤0.01% 362
2023
Q2
$30.3K Sell
703
-152
-18% -$6.56K ﹤0.01% 367
2023
Q1
$27.1K Buy
855
+10
+1% +$317 ﹤0.01% 369
2022
Q4
$20.9K Hold
845
﹤0.01% 385
2022
Q3
$22K Buy
845
+108
+15% +$2.81K ﹤0.01% 347
2022
Q2
$15K Hold
737
﹤0.01% 397
2022
Q1
$26K Buy
737
+34
+5% +$1.2K ﹤0.01% 319
2021
Q4
$29K Hold
703
﹤0.01% 307
2021
Q3
$31K Hold
703
﹤0.01% 281
2021
Q2
$35K Hold
703
0.01% 273
2021
Q1
$38.3K Sell
703
-100
-12% -$5.45K 0.01% 252
2020
Q4
$41K Buy
803
+100
+14% +$5.11K 0.01% 228
2020
Q3
$26K Hold
703
0.01% 263
2020
Q2
$22K Hold
703
0.01% 261
2020
Q1
$20K Buy
703
+100
+17% +$2.85K 0.01% 252
2019
Q4
$18K Hold
603
﹤0.01% 249
2019
Q3
$18K Hold
603
0.01% 228
2019
Q2
$28K Buy
+603
New +$28K 0.01% 190