Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
+2,596
New +$242K 0.02% 211
2023
Q2
Sell
-1,131
Closed -$35.9K 2108
2023
Q1
$35.9K Sell
1,131
-294
-21% -$9.32K ﹤0.01% 515
2022
Q4
$35.2K Buy
1,425
+759
+114% +$18.8K ﹤0.01% 499
2022
Q3
$18K Sell
666
-344
-34% -$9.3K ﹤0.01% 717
2022
Q2
$21K Buy
1,010
+883
+695% +$18.4K ﹤0.01% 631
2022
Q1
$5K Buy
127
+36
+40% +$1.42K ﹤0.01% 1604
2021
Q4
$4K Sell
91
-308
-77% -$13.5K ﹤0.01% 1908
2021
Q3
$18K Buy
399
+147
+58% +$6.63K ﹤0.01% 728
2021
Q2
$13K Buy
252
+6
+2% +$310 ﹤0.01% 801
2021
Q1
$13K Buy
246
+113
+85% +$5.97K 0.01% 713
2020
Q4
$7K Buy
133
+90
+209% +$4.74K ﹤0.01% 752
2020
Q3
$2K Sell
43
-9
-17% -$419 ﹤0.01% 1174
2020
Q2
$2K Buy
52
+9
+21% +$346 ﹤0.01% 1125
2020
Q1
$1K Sell
43
-121
-74% -$2.81K ﹤0.01% 1348
2019
Q4
$5K Buy
164
+121
+281% +$3.69K ﹤0.01% 866
2019
Q3
$1K Buy
+43
New +$1K ﹤0.01% 1391