Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.9K Sell
140
-32
-19% -$2.5K ﹤0.01% 632
2025
Q1
$12.7K Sell
172
-251
-59% -$18.5K ﹤0.01% 619
2024
Q4
$34.5K Sell
423
-114
-21% -$9.3K 0.01% 430
2024
Q3
$37.5K Buy
+537
New +$37.5K 0.01% 399
2024
Q2
Sell
-2,032
Closed -$133K 709
2024
Q1
$133K Sell
2,032
-2,122
-51% -$139K 0.05% 273
2023
Q4
$299K Buy
4,154
+113
+3% +$8.13K 0.13% 168
2023
Q3
$283K Buy
4,041
+83
+2% +$5.81K 0.15% 133
2023
Q2
$269K Buy
3,958
+5
+0.1% +$339 0.13% 144
2023
Q1
$292K Buy
3,953
+723
+22% +$53.4K 0.16% 117
2022
Q4
$219K Buy
3,230
+1,652
+105% +$112K 0.12% 129
2022
Q3
$116K Sell
1,578
-60
-4% -$4.41K 0.07% 191
2022
Q2
$177K Buy
+1,638
New +$177K 0.1% 167
2022
Q1
Sell
-1,327
Closed -$244K 569
2021
Q4
$244K Buy
1,327
+31
+2% +$5.7K 0.12% 146
2021
Q3
$339K Buy
1,296
+53
+4% +$13.9K 0.19% 117
2021
Q2
$481K Sell
1,243
-29
-2% -$11.2K 0.26% 97
2021
Q1
$409K Buy
1,272
+234
+23% +$75.2K 0.23% 116
2020
Q4
$350K Buy
1,038
+92
+10% +$31K 0.24% 119
2020
Q3
$444K Buy
946
+422
+81% +$198K 0.4% 74
2020
Q2
$132K Buy
524
+358
+216% +$90.2K 0.13% 123
2020
Q1
$24K Buy
+166
New +$24K 0.03% 246