Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
116
-32
-22% -$5.52K ﹤0.01% 985
2025
Q1
$22.9K Buy
148
+35
+31% +$5.42K ﹤0.01% 927
2024
Q4
$20.8K Sell
113
-10
-8% -$1.84K ﹤0.01% 973
2024
Q3
$22.2K Buy
123
+4
+3% +$723 ﹤0.01% 956
2024
Q2
$21.6K Buy
119
+7
+6% +$1.27K ﹤0.01% 940
2024
Q1
$21.2K Hold
112
﹤0.01% 944
2023
Q4
$19.6K Sell
112
-10
-8% -$1.75K ﹤0.01% 955
2023
Q3
$17.3K Buy
122
+94
+336% +$13.3K ﹤0.01% 958
2023
Q2
$3.98K Sell
28
-6
-18% -$854 ﹤0.01% 1138
2023
Q1
$4.36K Hold
34
﹤0.01% 1112
2022
Q4
$4.08K Buy
34
+7
+26% +$840 ﹤0.01% 1090
2022
Q3
$2.82K Hold
27
﹤0.01% 1092
2022
Q2
$2.87K Hold
27
﹤0.01% 1108
2022
Q1
$2.91K Sell
27
-13
-33% -$1.4K ﹤0.01% 1134
2021
Q4
$4.85K Buy
40
+21
+111% +$2.54K ﹤0.01% 955
2021
Q3
$2.28K Hold
19
﹤0.01% 1023
2021
Q2
$2.68K Buy
19
+7
+58% +$989 ﹤0.01% 1013
2021
Q1
$1.65K Hold
12
﹤0.01% 1015
2020
Q4
$1.44K Sell
12
-8
-40% -$957 ﹤0.01% 981
2020
Q3
$1.65K Sell
20
-370
-95% -$30.6K ﹤0.01% 931
2020
Q2
$30.3K Sell
390
-156
-29% -$12.1K ﹤0.01% 674
2020
Q1
$33.4K Sell
546
-183
-25% -$11.2K ﹤0.01% 634
2019
Q4
$54.6K Buy
+729
New +$54.6K ﹤0.01% 594