Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.6K Sell
303
-10
-3% -$780 ﹤0.01% 685
2025
Q1
$23.1K Hold
313
﹤0.01% 647
2024
Q4
$25.5K Hold
313
﹤0.01% 634
2024
Q3
$21.8K Hold
313
﹤0.01% 642
2024
Q2
$18.5K Sell
313
-100
-24% -$5.92K ﹤0.01% 619
2024
Q1
$27K Buy
413
+51
+14% +$3.33K ﹤0.01% 571
2023
Q4
$26K Sell
362
-122
-25% -$8.77K ﹤0.01% 515
2023
Q3
$33.9K Sell
484
-415
-46% -$29K ﹤0.01% 497
2023
Q2
$61K Sell
899
-772
-46% -$52.4K ﹤0.01% 461
2023
Q1
$123K Sell
1,671
-648
-28% -$47.8K 0.01% 371
2022
Q4
$157K Sell
2,319
-436
-16% -$29.5K 0.01% 326
2022
Q3
$203K Buy
2,755
+564
+26% +$41.6K 0.02% 295
2022
Q2
$236K Buy
+2,191
New +$236K 0.02% 280
2022
Q1
Sell
-233
Closed -$43K 762
2021
Q4
$43K Buy
+233
New +$43K ﹤0.01% 505
2021
Q3
Sell
-383
Closed -$148K 735
2021
Q2
$148K Sell
383
-5
-1% -$1.93K 0.01% 342
2021
Q1
$125K Buy
388
+150
+63% +$48.3K 0.01% 354
2020
Q4
$80K Sell
238
-15
-6% -$5.04K 0.01% 406
2020
Q3
$119K Sell
253
-15
-6% -$7.06K 0.01% 333
2020
Q2
$68K Sell
268
-50
-16% -$12.7K 0.01% 404
2020
Q1
$47K Buy
+318
New +$47K ﹤0.01% 449