Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.9K Sell
424
-40
-9% -$5.18K 0.01% 403
2025
Q1
$55.8K Buy
464
+12
+3% +$1.44K 0.02% 373
2024
Q4
$52.8K Buy
452
+28
+7% +$3.27K 0.01% 378
2024
Q3
$63.7K Hold
424
0.02% 361
2024
Q2
$67K Hold
424
0.02% 331
2024
Q1
$83.9K Hold
424
0.03% 304
2023
Q4
$73.8K Hold
424
0.03% 305
2023
Q3
$66.3K Hold
424
0.03% 292
2023
Q2
$69.5K Hold
424
0.03% 275
2023
Q1
$65.5K Sell
424
-3
-0.7% -$463 0.04% 273
2022
Q4
$56.3K Hold
427
0.03% 276
2022
Q3
$46K Hold
427
0.03% 273
2022
Q2
$45K Hold
427
0.03% 271
2022
Q1
$63K Hold
427
0.03% 252
2021
Q4
$49K Buy
427
+3
+0.7% +$344 0.03% 249
2021
Q3
$42K Hold
424
0.03% 201
2021
Q2
$41K Buy
+424
New +$41K 0.03% 199
2020
Q4
$23K Buy
+424
New +$23K 0.02% 236