Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
1,507
+239
+19% +$16.5K 0.01% 185
2025
Q1
$87.4K Sell
1,268
-1
-0.1% -$69 0.01% 191
2024
Q4
$78.1K Hold
1,269
0.01% 196
2024
Q3
$78.7K Hold
1,269
0.01% 201
2024
Q2
$67.2K Buy
1,269
+414
+48% +$21.9K 0.01% 209
2024
Q1
$45.6K Hold
855
﹤0.01% 215
2023
Q4
$44.6K Buy
855
+200
+31% +$10.4K ﹤0.01% 223
2023
Q3
$33.2K Hold
655
﹤0.01% 236
2023
Q2
$38.3K Hold
655
﹤0.01% 233
2023
Q1
$40K Hold
655
﹤0.01% 217
2022
Q4
$41.2K Hold
655
﹤0.01% 222
2022
Q3
$39K Hold
655
﹤0.01% 210
2022
Q2
$43K Sell
655
-26
-4% -$1.71K ﹤0.01% 220
2022
Q1
$47K Hold
681
﹤0.01% 228
2021
Q4
$47K Sell
681
-1
-0.1% -$69 ﹤0.01% 236
2021
Q3
$42K Buy
682
+1
+0.1% +$62 ﹤0.01% 233
2021
Q2
$41K Hold
681
﹤0.01% 235
2021
Q1
$41K Hold
681
﹤0.01% 233
2020
Q4
$38K Hold
681
﹤0.01% 229
2020
Q3
$35K Sell
681
-1
-0.1% -$51 ﹤0.01% 208
2020
Q2
$40K Hold
682
0.01% 201
2020
Q1
$38K Buy
682
+30
+5% +$1.67K 0.01% 195
2019
Q4
$42K Hold
652
0.01% 193
2019
Q3
$43K Hold
652
0.01% 194
2019
Q2
$39K Hold
652
0.01% 190
2019
Q1
$38K Hold
652
0.01% 188
2018
Q4
$37K Hold
652
0.01% 183
2018
Q3
$36K Hold
652
﹤0.01% 198
2018
Q2
$37K Buy
+652
New +$37K 0.01% 193