Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.8K Sell
200
-34
-15% -$5.74K ﹤0.01% 901
2025
Q1
$36.1K Sell
234
-2,350
-91% -$362K ﹤0.01% 856
2024
Q4
$439K Buy
2,584
+423
+20% +$71.8K 0.01% 465
2024
Q3
$375K Buy
2,161
+384
+22% +$66.7K 0.01% 490
2024
Q2
$306K Buy
1,777
+321
+22% +$55.2K 0.01% 506
2024
Q1
$379K Sell
1,456
-54
-4% -$14.1K 0.01% 484
2023
Q4
$301K Buy
1,510
+1,277
+548% +$255K 0.01% 495
2023
Q3
$39.6K Sell
233
-137
-37% -$23.3K ﹤0.01% 808
2023
Q2
$76.4K Buy
370
+367
+12,233% +$75.8K ﹤0.01% 704
2023
Q1
$687 Hold
3
﹤0.01% 1210
2022
Q4
$577 Hold
3
﹤0.01% 1173
2022
Q3
$565 Hold
3
﹤0.01% 1181
2022
Q2
$577 Sell
3
-88
-97% -$16.9K ﹤0.01% 1199
2022
Q1
$19.9K Buy
91
+11
+14% +$2.41K ﹤0.01% 945
2021
Q4
$24.3K Buy
80
+45
+129% +$13.7K ﹤0.01% 837
2021
Q3
$9.94K Buy
35
+15
+75% +$4.26K ﹤0.01% 915
2021
Q2
$4.95K Sell
20
-106
-84% -$26.2K ﹤0.01% 959
2021
Q1
$27.5K Sell
126
-950
-88% -$207K ﹤0.01% 793
2020
Q4
$305K Sell
1,076
-821
-43% -$233K 0.02% 438
2020
Q3
$431K Sell
1,897
-3,218
-63% -$731K 0.02% 373
2020
Q2
$968K Sell
5,115
-42
-0.8% -$7.95K 0.06% 285
2020
Q1
$740K Sell
5,157
-2,331
-31% -$335K 0.05% 270
2019
Q4
$1.16M Buy
+7,488
New +$1.16M 0.07% 252