Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.2K Hold
209
﹤0.01% 572
2025
Q1
$28.6K Hold
209
﹤0.01% 507
2024
Q4
$32K Hold
209
﹤0.01% 488
2024
Q3
$40.5K Hold
209
﹤0.01% 450
2024
Q2
$48.5K Sell
209
-8
-4% -$1.86K ﹤0.01% 414
2024
Q1
$46.8K Sell
217
-11
-5% -$2.37K ﹤0.01% 394
2023
Q4
$59K Hold
228
﹤0.01% 349
2023
Q3
$58.6K Buy
228
+8
+4% +$2.06K ﹤0.01% 325
2023
Q2
$62.7K Buy
220
+20
+10% +$5.7K ﹤0.01% 303
2023
Q1
$55.6K Hold
200
﹤0.01% 304
2022
Q4
$55.4K Hold
200
﹤0.01% 293
2022
Q3
$53K Hold
200
﹤0.01% 287
2022
Q2
$41K Buy
200
+184
+1,150% +$37.7K ﹤0.01% 310
2022
Q1
$3K Sell
16
-7
-30% -$1.31K ﹤0.01% 620
2021
Q4
$6K Buy
23
+18
+360% +$4.7K ﹤0.01% 527
2021
Q3
$1K Sell
5
-10
-67% -$2K ﹤0.01% 665
2021
Q2
$5K Sell
15
-1
-6% -$333 ﹤0.01% 508
2021
Q1
$4K Buy
16
+4
+33% +$1K ﹤0.01% 495
2020
Q4
$2K Sell
12
-2,270
-99% -$378K ﹤0.01% 397
2020
Q3
$647K Buy
2,282
+440
+24% +$125K 0.14% 93
2020
Q2
$493K Buy
1,842
+330
+22% +$88.3K 0.12% 98
2020
Q1
$478K Buy
1,512
+289
+24% +$91.4K 0.13% 84
2019
Q4
$363K Buy
1,223
+66
+6% +$19.6K 0.12% 88
2019
Q3
$269K Buy
1,157
+88
+8% +$20.5K 0.13% 84
2019
Q2
$250K Buy
1,069
+266
+33% +$62.2K 0.15% 82
2019
Q1
$189K Buy
+803
New +$189K 0.09% 88