Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.7K Sell
194
-100
-34% -$13.2K ﹤0.01% 606
2025
Q1
$35.1K Buy
294
+201
+216% +$24K ﹤0.01% 589
2024
Q4
$12.2K Buy
93
+30
+48% +$3.94K ﹤0.01% 478
2024
Q3
$7.99K Sell
63
-1,016
-94% -$129K ﹤0.01% 493
2024
Q2
$164K Sell
1,079
-60
-5% -$9.1K 0.01% 269
2024
Q1
$188K Buy
1,139
+76
+7% +$12.5K 0.01% 252
2023
Q4
$145K Hold
1,063
0.01% 263
2023
Q3
$146K Hold
1,063
0.01% 253
2023
Q2
$136K Hold
1,063
0.01% 263
2023
Q1
$132K Hold
1,063
0.01% 284
2022
Q4
$90.9K Buy
1,063
+574
+117% +$49.1K 0.01% 337
2022
Q3
$51K Sell
489
-1,063
-68% -$111K 0.01% 382
2022
Q2
$139K Hold
1,552
0.01% 285
2022
Q1
$267K Hold
1,552
0.02% 247
2021
Q4
$258K Buy
1,552
+30
+2% +$4.99K 0.02% 244
2021
Q3
$255K Hold
1,522
0.02% 237
2021
Q2
$233K Buy
1,522
+217
+17% +$33.2K 0.02% 243
2021
Q1
$245K Buy
1,305
+170
+15% +$31.9K 0.02% 231
2020
Q4
$167K Buy
+1,135
New +$167K 0.02% 244