Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.9K Hold
587
﹤0.01% 674
2025
Q1
$29.6K Hold
587
﹤0.01% 693
2024
Q4
$26.7K Hold
587
﹤0.01% 688
2024
Q3
$27.9K Hold
587
﹤0.01% 651
2024
Q2
$26.9K Hold
587
﹤0.01% 659
2024
Q1
$25.4K Hold
587
﹤0.01% 648
2023
Q4
$23.3K Hold
587
﹤0.01% 676
2023
Q3
$19.8K Hold
587
﹤0.01% 638
2023
Q2
$19.6K Hold
587
﹤0.01% 686
2023
Q1
$19K Sell
587
-158
-21% -$5.13K ﹤0.01% 689
2022
Q4
$20.7K Hold
745
﹤0.01% 659
2022
Q3
$18.1K Hold
745
﹤0.01% 661
2022
Q2
$20.1K Sell
745
-476
-39% -$12.8K ﹤0.01% 683
2022
Q1
$38K Buy
1,221
+634
+108% +$19.7K 0.01% 572
2021
Q4
$19.1K Hold
587
﹤0.01% 642
2021
Q3
$16.9K Hold
587
﹤0.01% 656
2021
Q2
$15.7K Hold
587
﹤0.01% 679
2021
Q1
$14.8K Sell
587
-9,985
-94% -$251K ﹤0.01% 628
2020
Q4
$261K Sell
10,572
-3,982
-27% -$98.2K 0.05% 266
2020
Q3
$326K Sell
14,554
-3,017
-17% -$67.5K 0.08% 240
2020
Q2
$414K Sell
17,571
-11,482
-40% -$271K 0.1% 203
2020
Q1
$622K Sell
29,053
-3,300
-10% -$70.6K 0.19% 125
2019
Q4
$818K Sell
32,353
-5,134
-14% -$130K 0.2% 129
2019
Q3
$889K Buy
37,487
+2,249
+6% +$53.3K 0.27% 108
2019
Q2
$860K Sell
35,238
-1,347
-4% -$32.9K 0.28% 97
2019
Q1
$785K Buy
36,585
+32,894
+891% +$706K 0.28% 100
2018
Q4
$75.7K Hold
3,691
0.03% 366
2018
Q3
$77.3K Buy
+3,691
New +$77.3K 0.03% 383