Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36K Hold
116
﹤0.01% 177
2025
Q1
$3.28K Hold
116
﹤0.01% 176
2024
Q4
$2.64K Hold
116
﹤0.01% 182
2024
Q3
$2.55K Hold
116
﹤0.01% 182
2024
Q2
$2.22K Hold
116
﹤0.01% 181
2024
Q1
$2.04K Hold
116
﹤0.01% 191
2023
Q4
$1.95K Hold
116
﹤0.01% 233
2023
Q3
$1.74K Hold
116
﹤0.01% 244
2023
Q2
$1.85K Hold
116
﹤0.01% 255
2023
Q1
$2.23K Hold
116
﹤0.01% 269
2022
Q4
$2.14K Hold
116
﹤0.01% 214
2022
Q3
$1.78K Hold
116
﹤0.01% 221
2022
Q2
$2.43K Sell
116
-38
-25% -$796 ﹤0.01% 223
2022
Q1
$3K Hold
154
﹤0.01% 229
2021
Q4
$3K Hold
154
﹤0.01% 229
2021
Q3
$3K Hold
154
﹤0.01% 224
2021
Q2
$3K Hold
154
﹤0.01% 222
2021
Q1
$4K Hold
154
﹤0.01% 218
2020
Q4
$3K Sell
154
-463
-75% -$9.02K ﹤0.01% 222
2020
Q3
$13K Sell
617
-7,778
-93% -$164K 0.01% 190
2020
Q2
$192K Hold
8,395
0.12% 120
2020
Q1
$185K Sell
8,395
-464
-5% -$10.2K 0.14% 115
2019
Q4
$261K Buy
8,859
+927
+12% +$27.3K 0.18% 118
2019
Q3
$226K Hold
7,932
0.17% 123
2019
Q2
$201K Hold
7,932
0.16% 122
2019
Q1
$188K Sell
7,932
-673
-8% -$16K 0.16% 121
2018
Q4
$185K Buy
+8,605
New +$185K 0.18% 118