Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.7K Buy
543
+16
+3% +$522 ﹤0.01% 1193
2025
Q1
$14.6K Sell
527
-16
-3% -$443 ﹤0.01% 1184
2024
Q4
$17.7K Sell
543
-1,378
-72% -$44.9K ﹤0.01% 1192
2024
Q3
$68.9K Buy
1,921
+256
+15% +$9.18K 0.01% 861
2024
Q2
$58.3K Sell
1,665
-104
-6% -$3.64K 0.01% 862
2024
Q1
$53.5K Buy
1,769
+1,022
+137% +$30.9K 0.01% 858
2023
Q4
$22.5K Buy
747
+1
+0.1% +$30 ﹤0.01% 1003
2023
Q3
$19.2K Buy
746
+1
+0.1% +$26 ﹤0.01% 1024
2023
Q2
$22.9K Buy
745
+61
+9% +$1.88K ﹤0.01% 987
2023
Q1
$19.8K Buy
+684
New +$19.8K ﹤0.01% 964
2020
Q1
Sell
-12,264
Closed -$252K 497
2019
Q4
$252K Sell
12,264
-4,185
-25% -$86K 0.03% 483
2019
Q3
$311K Buy
+16,449
New +$311K 0.03% 413
2019
Q1
Sell
-2,689
Closed -$346K 235
2018
Q4
$346K Buy
+2,689
New +$346K 0.2% 137