Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.6K Sell
73
-8
-10% -$2.81K ﹤0.01% 951
2025
Q1
$25.6K Buy
81
+9
+13% +$2.85K ﹤0.01% 908
2024
Q4
$24.3K Sell
72
-49
-40% -$16.5K ﹤0.01% 947
2024
Q3
$38.6K Sell
121
-192
-61% -$61.2K ﹤0.01% 877
2024
Q2
$101K Sell
313
-3,202
-91% -$1.03M ﹤0.01% 692
2024
Q1
$1.22M Sell
3,515
-3,862
-52% -$1.34M 0.04% 325
2023
Q4
$2.68M Sell
7,377
-208
-3% -$75.5K 0.1% 176
2023
Q3
$2.26M Sell
7,585
-775
-9% -$231K 0.1% 184
2023
Q2
$2.76M Buy
8,360
+94
+1% +$31K 0.12% 173
2023
Q1
$2.75M Buy
8,266
+195
+2% +$64.9K 0.12% 170
2022
Q4
$1.95M Buy
8,071
+2,985
+59% +$721K 0.09% 220
2022
Q3
$1.13M Sell
5,086
-600
-11% -$133K 0.06% 286
2022
Q2
$1.36M Sell
5,686
-107
-2% -$25.6K 0.07% 269
2022
Q1
$1.84M Sell
5,793
-213
-4% -$67.7K 0.08% 249
2021
Q4
$2.41M Sell
6,006
-204
-3% -$81.8K 0.1% 207
2021
Q3
$2.11M Buy
6,210
+184
+3% +$62.6K 0.09% 223
2021
Q2
$2.09M Buy
6,026
+197
+3% +$68.4K 0.09% 229
2021
Q1
$1.98M Buy
5,829
+610
+12% +$207K 0.09% 227
2020
Q4
$1.9M Buy
5,219
+326
+7% +$119K 0.1% 224
2020
Q3
$1.6M Buy
4,893
+636
+15% +$208K 0.09% 226
2020
Q2
$1.24M Buy
4,257
+487
+13% +$142K 0.07% 255
2020
Q1
$876K Buy
3,770
+157
+4% +$36.5K 0.06% 244
2019
Q4
$930K Buy
+3,613
New +$930K 0.06% 279