Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.9K Sell
1,671
-1,094
-40% -$59.5K ﹤0.01% 754
2025
Q1
$161K Sell
2,765
-1,171
-30% -$68K ﹤0.01% 646
2024
Q4
$272K Buy
3,936
+1,063
+37% +$73.4K 0.01% 543
2024
Q3
$191K Buy
2,873
+797
+38% +$53.1K 0.01% 605
2024
Q2
$154K Sell
2,076
-134
-6% -$9.93K ﹤0.01% 614
2024
Q1
$220K Sell
2,210
-420
-16% -$41.9K 0.01% 568
2023
Q4
$218K Buy
2,630
+1,378
+110% +$114K 0.01% 550
2023
Q3
$77.2K Hold
1,252
﹤0.01% 696
2023
Q2
$82.1K Sell
1,252
-240
-16% -$15.7K ﹤0.01% 696
2023
Q1
$72.6K Sell
1,492
-70
-4% -$3.41K ﹤0.01% 696
2022
Q4
$66.1K Sell
1,562
-949
-38% -$40.2K ﹤0.01% 687
2022
Q3
$110K Buy
2,511
+63
+3% +$2.77K 0.01% 600
2022
Q2
$133K Buy
2,448
+345
+16% +$18.8K 0.01% 581
2022
Q1
$137K Buy
2,103
+127
+6% +$8.3K 0.01% 597
2021
Q4
$267K Sell
1,976
-18
-0.9% -$2.43K 0.01% 506
2021
Q3
$203K Buy
1,994
+1,225
+159% +$125K 0.01% 526
2021
Q2
$78.6K Buy
769
+197
+34% +$20.1K ﹤0.01% 652
2021
Q1
$52.4K Buy
572
+457
+397% +$41.8K ﹤0.01% 700
2020
Q4
$9.63K Buy
115
+87
+311% +$7.28K ﹤0.01% 849
2020
Q3
$2.01K Hold
28
﹤0.01% 917
2020
Q2
$1.82K Buy
+28
New +$1.82K ﹤0.01% 920