Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.7K Sell
370
-16
-4% -$2.5K ﹤0.01% 486
2025
Q1
$63.6K Buy
386
+362
+1,508% +$59.6K ﹤0.01% 490
2024
Q4
$3.91K Hold
24
﹤0.01% 601
2024
Q3
$4.69K Hold
24
﹤0.01% 526
2024
Q2
$4.16K Sell
24
-40
-63% -$6.94K ﹤0.01% 548
2024
Q1
$10.8K Buy
64
+53
+482% +$8.97K ﹤0.01% 499
2023
Q4
$2.17K Sell
11
-54
-83% -$10.7K ﹤0.01% 535
2023
Q3
$11.3K Sell
65
-65
-50% -$11.3K ﹤0.01% 450
2023
Q2
$22.4K Hold
130
﹤0.01% 404
2023
Q1
$21.6K Hold
130
﹤0.01% 433
2022
Q4
$19.1K Hold
130
﹤0.01% 471
2022
Q3
$19K Sell
130
-217
-63% -$31.7K ﹤0.01% 469
2022
Q2
$60K Buy
347
+130
+60% +$22.5K 0.01% 379
2022
Q1
$41K Sell
217
-25
-10% -$4.72K ﹤0.01% 456
2021
Q4
$59K Buy
242
+25
+12% +$6.1K ﹤0.01% 385
2021
Q3
$42K Buy
+217
New +$42K ﹤0.01% 373
2019
Q1
Sell
-3,178
Closed -$272K 269
2018
Q4
$272K Hold
3,178
0.03% 224
2018
Q3
$291K Sell
3,178
-1,720
-35% -$157K 0.03% 228
2018
Q2
$417K Sell
4,898
-1,889
-28% -$161K 0.05% 207
2018
Q1
$567K Sell
6,787
-3,281
-33% -$274K 0.07% 177
2017
Q4
$725K Buy
10,068
+3,245
+48% +$234K 0.08% 177
2017
Q3
$435 Sell
6,823
-300
-4% -$19 0.05% 184
2017
Q2
$444K Sell
7,123
-51
-0.7% -$3.18K 0.06% 184
2017
Q1
$383K Buy
+7,174
New +$383K 0.05% 190