Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27K Buy
77
+6
+8% +$2.11K ﹤0.01% 1349
2025
Q1
$22.5K Buy
71
+2
+3% +$633 ﹤0.01% 1278
2024
Q4
$23.3K Buy
69
+19
+38% +$6.41K 0.01% 954
2024
Q3
$15.9K Buy
50
+3
+6% +$956 ﹤0.01% 879
2024
Q2
$15.1K Hold
47
﹤0.01% 815
2024
Q1
$16.3K Hold
47
﹤0.01% 577
2023
Q4
$17.1K Sell
47
-4
-8% -$1.45K 0.01% 547
2023
Q3
$15.2K Sell
51
-1
-2% -$298 ﹤0.01% 573
2023
Q2
$17.2K Buy
52
+8
+18% +$2.64K 0.01% 562
2023
Q1
$14.6K Buy
44
+13
+42% +$4.33K ﹤0.01% 604
2022
Q4
$7.49K Sell
31
-12
-28% -$2.9K ﹤0.01% 757
2022
Q3
$10K Buy
43
+12
+39% +$2.79K ﹤0.01% 640
2022
Q2
$7K Sell
31
-3
-9% -$677 ﹤0.01% 734
2022
Q1
$11K Hold
34
﹤0.01% 651
2021
Q4
$14K Hold
34
﹤0.01% 597
2021
Q3
$12K Hold
34
﹤0.01% 635
2021
Q2
$12K Sell
34
-3
-8% -$1.06K ﹤0.01% 647
2021
Q1
$13K Hold
37
﹤0.01% 685
2020
Q4
$13K Hold
37
0.01% 645
2020
Q3
$12K Hold
37
0.01% 588
2020
Q2
$10K Hold
37
﹤0.01% 615
2020
Q1
$8K Buy
37
+30
+429% +$6.49K ﹤0.01% 608
2019
Q4
$1K Hold
7
﹤0.01% 1200
2019
Q3
$1K Hold
7
﹤0.01% 1218
2019
Q2
$1K Buy
+7
New +$1K ﹤0.01% 1253